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| Gallagher Fiduciary Advisors LLC
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| |
|---|---|
| CRD # | 146509 |
| SEC # | 801-68868 |
| CIK # | 0001527781 |
| AUM | $10.2 BB (2024-03-29) |
| Employees | 134 (91% Investors, 53% Brokers) |
| Phone | 212-918-9685 |
| Address | 2850 Golf Road Rolling Meadows, IL 60008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001527781 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Nvidia Corp | 399.6 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Exxon Mobil Corp | 385.5 | 0.0 | |
| 3M Co | 74.2 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 103 | 6.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 6 | 0.4 |
| Total | 113 | 6.5 |
| By Discretionary | ||
| Discretionary | 113 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 113 | 6.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001527781] | |
| 13F-NT | [0001527781] | |
| SC 13G | [0001527781] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Gallagher Fiduciary Advisors LLC | PG&E Corp | [2020-02-14] |
| Gallagher Fiduciary Advisors LLC | PG&E Corp | [2019-12-31] |
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