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| Happy Holidays!! thanks for using AUM13F!! |
| Gleneagles Investment Advisors LLC
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| CRD # | 312306 |
| SEC # | 801-120549 |
| CIK # | |
| AUM | $2.7 B (2025-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 678-904-0594 |
| Address | 3715 Northside Parkway, Atlanta, GA 30327 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Gleneagles Absolute Return Fund LLC | 2018-03-28 | 0.0 | |
| Other | Gleneagles Credit Partners II LLC | [2018-03-28] | 15.4 | 6.9 |
| Other | Gleneagles Credit Partners I LLC | 2018-03-28 | 0.0 | |
| PE | Gleneagles Private Equity Partners I LLC | [2018-03-28] | 10.4 | 2.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 2.7 |
| By Discretionary | ||
| Discretionary | 4 | 0.0 |
| Non-Discretionary | 48 | 2.7 |
| Total | 52 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 52 | 2.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Plyler | 22 | ||
| Peachtree Wealth Managment LLC | 12 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Raine Capital LLC
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|
NY | 3.1 |
|
Certuity LLC
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|
FL | 3.1 |
|
Hilton Capital Management LLC
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|
NY | 2.9 |
|
Baldwin Wealth Partners LLC
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|
MA | 2.4 |
|
Cramer Rosenthal McGlynn LLC
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|
CT | 2.4 |
|
Brevet Capital Management LLC
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|
NY | 2.3 |
|
North Star Investment Management Corporation
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|
IL | 2.3 |
|
Spruceview Capital Partners LLC
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|
CO | 2.3 |
|
Bleichroeder LP
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|
NY | 2.2 |
|
Kintegral Advisory LLC
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|
NY | 2.1 |