Gcp Investment Advisor, LLC (Chicago)

Gcp Investment Advisor, LLC is a large advisory firm based in Chicago. It manages $2.22 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Colorado and Illinois.

Gcp Investment Advisor 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.

Gcp Investment Advisor: assets under management

The assets under management (AUM) of Gcp Investment Advisor, LLC is $2.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 197% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gcp Investment Advisor, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Randall Keith Rowe serves?

The only and largest group of clients of Randall Keith Rowe is pooled investment vehicles with 6 clients and $2.22 billion of assets under management. Among the 10 most similar advisory firms, Gcp Investment Advisor has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.22 billion for 6 clients. None of the firm’s clients are foreign persons or businesses.

Gcp Investment Advisor also advises several private funds. Namely, six real estate funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Gcp Investment Advisor, LLC

The company employs 47 people that are either part- or full-time employees. 100 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.

Randall Keith Rowe has been acting as President since 1 Mar 2014. David Bryant Lentz joined the executive team most recently as the Managing Director, Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Green Courte Partners	Sole member	1 Mar 2014	75% - 100%	68-0523132
Randall Keith Rowe	Chairman	1 Mar 2014	Other	1736814
James Russell Goldman	President	1 Mar 2014	Other	2360122
Karen Jane Mody	Managing director, chief financial officer	1 Mar 2014	Other	4171025
Kelly Lee Stonebraker	Managing director, general counsel and chief compliance officer	1 Mar 2014	Other	6322774
David Bryant Lentz	Managing director, chief operating officer	1 Mar 2017	Other	6775125

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Randall Keith Rowe	Member	1 Jun 2002	75% - 100%	1736814

Based in Chicago

The principal office where Gcp Investment Advisor, LLC performs its advisory services is located at 303 West Madison Street, Chicago, IL 60606 3380, which is also the mailing address of the firm. An additional office of the firm is in Steamboat Springs, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-966-3800 or by fax 312-863-2262. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday.