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| Happy Holidays!! thanks for using AUM13F!! |
| GFO Advisory Services LLC
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| CRD # | 109278 |
| SEC # | 801-56752 |
| CIK # | |
| AUM | $290.6 M (2025-05-22) |
| Employees | 10 (0% Investors, 0% Brokers) |
| Phone | 203-661-6616 |
| Address | 4 Greenwich Office Park Greenwich, CT 06831-5115 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Multi Manager Master Portfolio LLC | [2014-03-31] | 1,039.3 | 268.8 |
| HF | Anderwom I LLC | 2013-05-03 | 5.6 | |
| HF | Cawflp LLC | 2013-05-03 | 6.1 | |
| HF | Eagle Growth Fund LLC | 2013-05-03 | 35.6 | |
| HF | Elliott Group Investments LLC | 2013-05-03 | 0.7 | |
| HF | Everwatch Capital II LP | 2013-05-03 | 57.5 | |
| HF | Everwatch-Collis Fund II LP | 2013-05-03 | 27.7 | |
| HF | Everwatch-Collis Fund I LP | 2013-05-03 | 31.9 | |
| HF | Everwatch UGP LLC | 2013-05-03 | 0.2 | |
| HF | Fairways Investments LLC | 2013-05-03 | 19.2 | |
| View All | ||||
| 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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 10 | 0.3 |
| By Discretionary | ||
| Discretionary | 10 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 10 | 0.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Spencer Boggess | 27 | |||
| Genspring Family Offices LLC | 11 | |||
| Jeff Dunn | 10 | |||
| Private Investments General Partner LLC | 3 | |||
| GFO Advisory Services LLC | 3 | |||
| Michael Murgio | 3 | |||
| Suzanne Carlisle | 3 | |||
| Chris Battifarano | 3 | |||
| Ernest Dawal | 3 | |||
| Larry Hilzenrath | 3 | |||
| View All | ||||
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