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| Gill Capital Partners LLC
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| CRD # | 14559 |
| SEC # | 801-67301 |
| CIK # | 0000729563 |
| AUM | 862.4 M (2026-03-31) |
| Employees | 17 (59% Investors, 59% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-296-6260 |
| Address | 4582 S Ulster St Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kroger Co | 10.9 | ||
| Apple Inc | 3.7 | ||
| Nvidia Corp | 3.6 | ||
| Schwab Charles Corp | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Parliament Income Fund LLC | [2016-07-14] | 5.5 M | 30.9 M |
| Filed 2018-08-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 239 | 97.2 |
| (b) Individuals (high net worth individuals) | 195 | 564.9 |
| (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 | 1 | 30.9 |
| (g) Pension and profit sharing plans | 26 | 99.1 |
| (h) Charitable organizations | 4 | 19.3 |
| (i) State or municipal government entities | 2 | 28.9 |
| (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 | 13 | 21.9 |
| (n) Other | 1 | 0.1 |
| Total | 1,548 | 862.4 |
| By Discretionary | ||
| Discretionary | 1,548 | 862.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,548 | 862.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 862.4 | |
| Total | 1,548 | 862.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James O'Brien | Executive Officer | 57 | 10 | |
| John Winslow | Executive Officer | 5 | 2 | |
| Gill Capital Partners Inc | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000729563] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
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