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| Gill Capital Partners LLC
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|---|---|
| CRD # | 14559 |
| SEC # | 801-67301 |
| CIK # | 0000729563 |
| AUM | $862.4 M (2026-03-31) |
| Employees | 17 (59% Investors, 59% Brokers) |
| Phone | 303-296-6260 |
| Address | 4582 S Ulster St Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($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 ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Parliament Income Fund LLC | [2016-07-14] | 5.5 | 30.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 239 | 97.2 |
| (b) Individuals (high net worth individuals) | 195 | 564.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 30.9 |
| (g) Pension and profit sharing plans | 26 | 99.1 |
| (h) Charitable organizations | 4 | 19.3 |
| (i) State or municipal government entities | 2 | 28.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 21.9 |
| (n) Other | 1 | 0.1 |
| Total | 1,548 | 862.4 |
| By Discretionary | ||
| Discretionary | 1,548 | 862.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,548 | 862.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 862.4 | |
| Total | 1,548 | 862.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Obrien | 56 | 10 | ||
| John Winslow | 5 | 2 | ||
| Gill Capital Partners Inc | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000729563] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Integrity Financial Corporation
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|
WY | 0.9 |
|
Park Capital Management LLC
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|
WI | 0.9 |
|
Highline Wealth Partners LLC
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|
CA | 0.9 |
|
Greenrock Research Inc
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|
IL | 0.9 |
|
Level Financial Advisors Inc
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|
NY | 0.9 |
|
McMill Wealth Inc
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|
NE | 0.9 |
|
Probity Advisors Inc
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|
TX | 0.9 |
|
Rossby Financial LLC
✚
|
FL | 0.9 |
|
Leelyn Smith LLC
✚
|
IL | 0.9 |