GMG Private Counsel ULC

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GMG Private Counsel ULC
CRD #315453
SEC #801-122050
CIK #
AUM $192.6 MM (2024-03-27)
Employees 5 (60% Investors, 0% Brokers)
Phone416-861-1998
Address50 Bay Street
Toronto Ontario, Canada
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
200160120804002009201420192025
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 ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 52 16.0
(b) Individuals (high net worth individuals) 50 160.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 14.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 0.9
(n) Other 0 0.0
Total 225 192.6
By Discretionary
Discretionary 225 192.6
Non-Discretionary 0 0.0
Total 225 192.6
By Non-United States Persons
Non-United States Persons 16.5
United States Persons 176.2
Total 225 192.6
Form D Directors # Filings # Firms 2011 - 2024
Gavin Special Opportunities Fund II GP LLC 1
Matthew Bacchiochi 1
Gavin Special Opportunities Fund GP LLC 1
Comparable Firms State AUM ($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
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