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GMG Private Counsel ULC
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CRD # | 315453 |
SEC # | 801-122050 |
CIK # | |
AUM | $192.6 MM (2024-03-27) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 416-861-1998 |
Address | 50 Bay Street Toronto Ontario, Canada |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Gavin Special Opportunities Fund LP | [2018-04-05] | 21.6 | 14.9 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 52 | 16.0 |
(b) Individuals (high net worth individuals) | 50 | 160.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 14.9 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 0.9 |
(n) Other | 0 | 0.0 |
Total | 225 | 192.6 |
By Discretionary | ||
Discretionary | 225 | 192.6 |
Non-Discretionary | 0 | 0.0 |
Total | 225 | 192.6 |
By Non-United States Persons | ||
Non-United States Persons | 16.5 | |
United States Persons | 176.2 | |
Total | 225 | 192.6 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Gavin Special Opportunities Fund II GP LLC | 1 | ||
Matthew Bacchiochi | 1 | ||
Gavin Special Opportunities Fund GP LLC | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Richardson Wealth USA Limited
✚
|
0.2 | |
Mazars USA Wealth Advisors LLC
✚
|
NY | 0.2 |
Client First Capital LLC
✚
|
CA | 0.2 |
Impactfolio LLC
✚
|
CO | 0.2 |
Ironwood Wealth Management Inc
✚
|
WV | 0.2 |
Hicks Capital Management LLC
✚
|
OH | 0.2 |
Innova Advisors LLC
✚
|
FL | 0.2 |
Talisman Wealth Advisors LLC
✚
|
NJ | 0.2 |
Octavia Investments LLC
✚
|
NV | 0.2 |
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.2 |