Geller Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Geller Advisors LLC
CRD #134062
SEC #801-64033
CIK #1354739
AUM $3.6 BB (99% Disc, 100% US, 2020-03-31)
Employees168 (8% Investors, 0% Brokers)
Phone212-583-6001
Address909 Third Avenue
New York, NY 10022
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02004200920152021
Sector Issuer Cap ($MM) Value ($MM)
SPY 80.2
VOO 60.2
PRF 21.7
VTWO 21.6
IYR 9.6
IWM 7.3
VEA 2.5
IVV 1.4
JUST 0.9
BAC 210,640.0 0.9
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Geller Multi-Vintage III LLC [2018-06-26] 41.5 72.9
PE Geller Multi Vintage Real Estate I LLC [2018-06-26] 32.1 46.5
PE Geller Special Opportunities Fund I LLC [2017-05-17] 31.3 34.3
PE Geller Multi-Vintage II LLC [2014-01-15] 84.0 65.7
PE Geller Multi-Vintage I LLC [2014-01-15] 84.0 88.1
HF Geller Select Alternatives LLC [2013-05-13] 147.6 142.8
View All
Fund Directors # Filings # Firms 2011 - 2020
Geller Alternative Manager LLC 5 1
Geller Advisors LLC 4 1
Geller Family Office Services LLC 3 1
Robert Wedeking 2 1
Paul Kasnetz 2 1
Martin Braunstein 1 1
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Edge Advisors LLC
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Wildcat Capital Management LLC
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Kovitz Investment Group LLC
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