The GILL CAPITAL PARTNERS is a privately held investment adviser that advises $862.24mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GILL CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 65.71% over the last 5-years.
The Group has been registered with the SEC for 19.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4582 S. ULSTER ST. SUITE 1400, DENVER, COLORADO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 10 investment and 7 non-investment staff. The total number of Employees decreased by 5.56% over the last 5-years.
Their $862.24mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 45 other accounts. Assets of High Net Worth Individuals clients own $564.86mn or 65.51% of Total Assets and Pension and Profit Sharing Plans-Private own $99.08mn or 11.49% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
GILL CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.