Gc Opal Advisors LLC is a large advisory firm based in Chicago. It manages $26.01 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Illinois, New York, North Carolina, and Virgin Islands, U.S..
Gc Opal Advisors 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.
The assets under management (AUM) of Gc Opal Advisors LLC is $26.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $25.8 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Gc Opal Advisors 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.
The only and largest group of clients of David B Golub is pooled investment vehicles with 36 clients and $26.01 billion of assets under management. Among the 11 most similar advisory firms, Gc Opal Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $26.01 billion for 36 clients. 92% of the firm’s clients are foreign persons or businesses.
Gc Opal Advisors also advises several private funds. Namely, seventeen hedge funds and twenty four securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $250,000.
The company employs 406 people that are either part- or full-time employees. 35 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.
David B Golub has been acting as President since 1 Jul 2017. Lp Gcdm Holdings joined the executive team most recently as the Member.
The principal office where Gc Opal Advisors LLC performs its advisory services is located at 150 South Wacker Ave, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312 205-5050. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at golubcapital.com.