Gtcr LLC
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Overview
Gtcr LLC is a financial advisor firm headquartered in Chicago, Illinois. The company handles $30.0 billion in assets over 33 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The firm has a large group, including 80 financial advisors. Gtcr LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, options and equities.
Gtcr LLC manages all of the company's accounts on a discretionary basis. Discretionary management means that transaction choices are made by an investment advisor without requiring the customer's authorization. The investment advisory firm oversees an average of $907.8 million in assets for each customer account. An average advisor at Gtcr LLC oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's main office is at 300 North Lasalle Street, Suite 5600, Chicago, Illinois 60654-3448. It is permitted to serve clients across 2 states, including Illinois and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gtcr LLC by the Numbers
$30.0 billion
154
33
$907.8 million
Fee Structure
A financial advisor's fees are based on the type of financial services provided. However, fee types charged by the company likely are comprised of any combination of the following fee types: asset-based or other. Gtcr LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with pooled investment vehicles. Out of its 33 accounts, Gtcr LLC's largest client type by number of accounts is pooled investment vehicles. Around 18% of the company's customers reside abroad.
- 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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