Glean Management Lp
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Overview
Glean Management Lp is a financial advisory company headquartered in Los Angeles, California. Glean Management Lp administers $379.0 million in assets throughout eight customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). Glean Management Lp has a small team, including 3 financial advisors. Glean Management Lp does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, stocks and bonds.
Glean Management Lp manages all of its client assets in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without needing to seek the customer's authorization. The firm supervises about $47.4 million for each account. The typical advisor at Glean Management Lp manages about three client accounts, making it one of the most personalized firms in the country.
The firm's central office is located at 8285 W Sunset Blvd Suite 7A, Los Angeles, California 90046. Glean Management Lp is legally allowed to serve investors throughout a few states, including California and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Glean Management Lp by the Numbers
$379.0 million
4
8
$47.4 million
Fee Structure
Financial advisory fees typically depend on which services the firm provides the client. Fee types charged by Glean Management Lp can include any blend of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Glean Management Lp caters to pooled investment vehicles. Out of its eight customers, Glean Management Lp's biggest client group is pooled investment vehicles. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Glean Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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