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| Happy Holidays!! thanks for using AUM13F!! |
| Gill Capital Partners LLC
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| CRD # | 14559 |
| SEC # | 801-67301 |
| CIK # | 0000729563 |
| AUM | $790.0 M (2025-03-31) |
| Employees | 18 (61% Investors, 61% Brokers) |
| Phone | 303-296-6260 |
| Address | 4582 S Ulster St Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kroger Co | 14.3 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 7.1 | ||
| Microsoft Corp | 3.6 | ||
| Apple Inc | 3.2 | ||
| Nvidia Corp | 3.1 | ||
| PIMCO Dynamic Income Fund | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Parliament Income Fund LLC | [2016-07-14] | 5.5 | 30.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 107.9 |
| (b) Individuals (high net worth individuals) | 179 | 504.2 |
| (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 | 30.1 |
| (g) Pension and profit sharing plans | 30 | 92.0 |
| (h) Charitable organizations | 3 | 18.6 |
| (i) State or municipal government entities | 2 | 29.8 |
| (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 | 7.2 |
| (n) Other | 1 | 0.1 |
| Total | 1,594 | 790.0 |
| By Discretionary | ||
| Discretionary | 1,594 | 790.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,594 | 790.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 790.0 | |
| Total | 1,594 | 790.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James Obrien | 50 | ||
| John Winslow | 5 | ||
| Gill Capital Partners Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000729563] |
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