The GALLAGHER FIDUCIARY ADVISORS, LLC is a publicly held investment adviser that advises $170.38Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GALLAGHER FIDUCIARY ADVISORS, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 244.47% over the last 5-years.
The Group has been registered with the SEC for 27.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 32 office locations with their Headquarters at 2850 GOLF ROAD, ROLLING MEADOWS, IL. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 221 employees comprised of 160 investment and 61 non-investment staff. The total number of Employees decreased by 73.6% over the last 5-years.
Their $170.38Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2,139 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $161.42Bn or 94.74% of Total Assets and Corporations or Other Businesses own $3.77Bn or 2.21% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are Pension and Profit Sharing Plans-Private and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
GALLAGHER FIDUCIARY ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In GALLAGHER FIDUCIARY ADVISORS, LLC's case, they have 14 business conditions that require high process maturity and 1 Watch Factors.