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| Galliard Capital Management LLC
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| |
|---|---|
| CRD # | 106487 |
| SEC # | 801-49780 |
| CIK # | 0001455161 |
| AUM | $85.5 BB (2024-03-27) |
| Employees | 102 (20% Investors, 0% Brokers) |
| Phone | 612-667-3220 |
| Address | 800 LaSalle Ave, Ste 1400 Minneapolis, MN 55402-2054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Galliard Broad Market Core Fund LLC | [2023-09-29] | 105.0 | 0.0 |
| Other | Galliard Intermediate Aggregate Fund LLC | [2023-09-29] | 0.0 | 0.0 |
| Other | Galliard Short Core Fund LLC | [2023-09-29] | 0.0 | 0.0 |
| 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 | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 17.2 |
| (g) Pension and profit sharing plans | 105 | 38.1 |
| (h) Charitable organizations | 19 | 3.8 |
| (i) State or municipal government entities | 47 | 24.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 9 | 1.2 |
| Total | 279 | 85.5 |
| By Discretionary | ||
| Discretionary | 277 | 84.9 |
| Non-Discretionary | 2 | 0.6 |
| Total | 279 | 85.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 85.5 | |
| Total | 279 | 85.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Paul Felsch | 3 | ||
| Galliard Capital Management LLC | 3 |
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|---|---|---|
|
First Sentier Investors Australia IM Ltd
✚
|
89.6 | |
|
Lincoln Financial Investments Corporation
✚
|
PA | 85.6 |
|
JPMorgan Asset Management Asia Pacific Limited
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|
85.5 | |
|
Vanguard Investments Australia Limited
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|
83.8 | |
|
Russell Investments Implementation Services LLC
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WA | 82.7 |
|
Alan D Biller & Associates Inc
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CA | 82.6 |
|
Public Trust Advisors LLC
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|
CO | 81.1 |
|
Nationwide Fund Advisors
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OH | 78.3 |
|
Taula Capital Management UK LLP
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|
75.9 | |
|
Taula Capital Management US LLC
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|
75.9 |