Gillson Capital LP (Chicago)

Name: Gillson Capital LP
Address: 222 W. Adams Street, Chicago, IL, 60606
Telephone: 312-667-8920

Gillson Capital LP is a large advisory firm based in Chicago. It manages $1.55 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Illinois.

Gillson Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gillson Capital: assets under management

The assets under management (AUM) of Gillson Capital LP is $1.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1445% since the beginning of its operation, and $704.2 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.55 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gillson Capital LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gillson Capital serves?

The only and largest group of clients of Gillson Capital is pooled investment vehicles with 9 clients and $1.55 billion of assets under management. Among the 6 most similar advisory firms, Gillson Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.55 billion for 9 clients. 44% of the firm’s clients are foreign persons or businesses.

Gillson Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Gillson Capital LP

The company employs 11 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Bartlett Johnson	Founder and portfolio manager	1 Dec 2015	Other	4784762
Gillson Capital (Gp) Llc	General partner	1 Dec 2015	75% - 100%	35-2549921
Martin Fredric Kalish	Chief compliance officer/ chief operating officer	1 Apr 2016	Other	2576867

Based in Chicago

The principal office where Gillson Capital LP performs its advisory services is located at 222 W. Adams Street, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Hoboken, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-667-8920. The normal business hours are 8:30 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at gillsoncapital.com.