GFO Advisory Services LLC

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GFO Advisory Services LLC ✚
CRD #	109278
SEC #	801-56752
CIK #
AUM	351.3 M (2026-04-27)
Employees	12 (0% Investors, 0% Brokers)
Phone	203-661-6616
Address	4 Greenwich Office Park Greenwich, CT 06831-5115
Source	[IAPD] [Website]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	Multi Manager Master Portfolio LLC	[2014-03-31]	1,080.9 M	335.2 M
	Filed 2026-01-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Anderwom I LLC	2013-05-03		5.6 M
HF	Cawflp LLC	2013-05-03		6.1 M
HF	Eagle Growth Fund LLC	2013-05-03		35.6 M
HF	Elliott Group Investments LLC	2013-05-03		0.7 M
HF	Everwatch Capital II LP	2013-05-03		57.5 M
HF	Everwatch-Collis Fund II LP	2013-05-03		27.7 M
HF	Everwatch-Collis Fund I LP	2013-05-03		31.9 M
HF	Everwatch UGP LLC	2013-05-03		0.2 M
HF	Fairways Investments LLC	2013-05-03		19.2 M
HF	Goddard Capital Fund LP	2013-05-03		8.9 M
HF	Hwwflp LLC	2013-05-03		16.9 M
HF	IA NDG Resources LP	2013-05-03		3.6 M
HF	IA NDG Ventures LP	2013-05-03		0.1 M
HF	Lewis Family Associates	2013-05-03		5.9 M
HF	Lewis Holdings LLC	2013-05-03		31.8 M
HF	Mardy LP	2013-05-03		6.5 M
HF	Merrill LLLP	2013-05-03		0.9 M
HF	Modyl LP	2013-05-03		26.7 M
HF	Perry Liquidity LP	2013-05-03		0.8 M
HF	Rlrflp LLC	2013-05-03		9.8 M
HF	Rmwflp LLC	2013-05-03		11.5 M
HF	Uemco Fixed Income Fund LLC	2013-05-03		16.3 M
PE	Uemco Private Equity Fund II LLC	2013-05-03		18.1 M
PE	Uemco Private Equity Fund LLC	2013-05-03		0.3 M
RE	Uemco Real Estate Fund LLC	2013-05-03		1.8 M
HF	Uemco Xi LLC	2013-05-03
RE	AMA Direct Investment Portfolio LP	2012-03-30		0.0 M
PE	AMA Eagle Private Equity Fund LP	2012-03-30		0.2 M
HF	AMA International Equity Master Fund LP	[2012-03-30]		1.3 M
HF	AMA Multi-Strategy Offshore Fund Ltd	2012-03-30		0.1 M
PE	AMA Private Equity Direct Fund 2007 QP LP	[2012-03-30]		1.2 M
PE	AMA Private Equity Fund 2006 QP LP	2012-03-30		0.3 M
PE	AMA Private Equity Fund of Funds 2007 QP LP	[2012-03-30]		0.3 M
PE	AMA Private Real Estate Fund I LP	[2012-03-30]		0.2 M
HF	AMA Select Fund QP LP	2012-03-30		0.1 M
PE	AMA Tuckerbrook Real Assets Fund QP LP	[2012-03-30]		1.1 M
HF	AMA US Equity Opportunity Fund QP LP	2012-03-30		0.3 M
PE	Eagle Capital Private Equity II LLC	2012-03-30
PE	Eagle Capital Private Equity LLC	2012-03-30
PE	Eagle Constellation Fund Class C PTE Ltd	2012-03-30		3.3 M
PE	Eagle Constellation Fund Ltd Class A	2012-03-30		0.1 M
PE	Eagle Constellation Fund Ltd Class B	2012-03-30		0.0 M
HF	Eagle Diversified Fund LLC	2012-03-30		18.1 M
HF	Eagle Multi-Strategy Fund LLC	2012-03-30		17.1 M
HF	Eagle Opportunistic Fund LLC	2012-03-30		21.4 M
PE	Energy Mezzanine Fund QP LP	[2012-03-30]	7.5 M	0.5 M
	Filed 2012-02-15 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Multi-Strategy Special Liquidating Vehicle LP	2012-03-30		0.3 M
PE	Private Equity Direct Partnership II QP LP	2012-03-30		0.1 M
PE	Private Equity Multi-Manager 2008 QP LP	2012-03-30		0.4 M
PE	Private Equity Multi-Manager III QP LP	2012-03-30		0.3 M
HF	Uemco XVIII LLC	2012-03-30

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	0.4
(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	0.4
By Discretionary
Discretionary	10	0.4
Non-Discretionary	0	0.0
Total	10	0.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.4
Total	10	0.4

Form D Directors	Role	# Filings	# Firms
Spencer Boggess	Executive Officer	27	5
Genspring Family Offices LLC	Promoter	11	3
Jeff Dunn	Executive Officer	10	2
Gfo Advisory Services LLC	Promoter	3	2
Private Investments General Partner LLC	Executive Officer	3	2
Ernest Dawal	Executive Officer	3	2
Michael Murgio	Executive Officer	3	2
Suzanne Carlisle	Executive Officer	3	2
Larry Hilzenrath	Executive Officer	3	2
Chris Battifarano	Executive Officer	3	2
View All

Firm Profile (Form ADV)
Discretionary AUM	$9.5B
Serves	Institutional
Fund Types	Hedge Fund, Private Equity, Real Estate

Comparable Firms	State	AUM
Kenter Canyon Capital LLC ✚		444.8 M
Directed Capital Advisors LLC ✚	FL	419.6 M
Long Angle Management LLC ✚	DE	404.7 M
Matterhorn Capital Advisors LLC ✚	PA	396.4 M
Morgan Rio Capital Management LLC ✚	NY	338.7 M
Colony Capital Investment Advisors LLC ✚	FL	336.2 M
Independent Access Partners LLC ✚	MD	256.9 M
Merced Capital LP ✚	MN	251.2 M
SAF Advisors LLC ✚		249.0 M
Brahma Management LLC ✚		243.6 M

GFO Advisory Services LLC

Assets, Funds, Holdings