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| Galliard Capital Management LLC
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| CRD # | 106487 |
| SEC # | 801-49780 |
| CIK # | 0001455161 |
| AUM | $80.4 B (2025-07-02) |
| Employees | 94 (21% Investors, 0% Brokers) |
| Phone | 612-667-3220 |
| Address | 800 LaSalle Ave, Ste 1400 Minneapolis, MN 55402-2054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Galliard Broad Market Core Fund LLC | [2023-09-29] | 111.0 | 114.4 |
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 15.0 |
| (g) Pension and profit sharing plans | 103 | 33.8 |
| (h) Charitable organizations | 17 | 3.7 |
| (i) State or municipal government entities | 47 | 25.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 9 | 1.2 |
| Total | 267 | 80.4 |
| By Discretionary | ||
| Discretionary | 264 | 79.5 |
| Non-Discretionary | 3 | 0.8 |
| Total | 267 | 80.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.4 | |
| Total | 267 | 80.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Felsch | 3 | ||
| Galliard Capital Management LLC | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blackstone Credit BDC Advisors LLC
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|
NY | 84.8 |
|
van Eck Associates Corporation
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|
NY | 83.5 |
|
WisdomTree Asset Management Inc
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|
NY | 81.7 |
|
Flexpath Strategies LLC
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|
CA | 79.9 |
|
Russell Investments Implementation Services LLC
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|
WA | 79.7 |
|
Symetra Investment Management Company
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|
CT | 78.7 |
|
Nationwide Fund Advisors
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|
OH | 77.8 |
|
Capital Bank and Trust Company
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|
CA | 75.9 |
|
Proshare Advisors LLC
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|
MD | 74.0 |
|
Schroder Investment Management North America Ltd
✚
|
70.9 |