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Gid Securities LLC (Boston)


Gid Securities LLC is a large advisory firm based in Boston. It manages $178 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

Gid Securities 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.

Gid Securities: assets under management

The assets under management (AUM) of Gid Securities LLC is $178 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $178 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.33 million each.
Gid Securities has custody of $160.5 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gid Securities 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Windsor Advisers Securities Llc Managing member 1 Oct 2005 50% - 75% 20-3714614
Real Estate Equities Llc Managing member 1 Oct 2005 75% - 100% 20-5792926
Gid Executive Incentive Llc Member 1 Oct 2005 25% - 50% 20-8201982

Based in Boston

The principal office where Gid Securities LLC performs its advisory services is located at 125 High Street, High Street Tower, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-854-6611 or by fax 617-367-1538. The normal business hours are 8am - 6 pm on Monday - Friday.


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