Iniciar sesión Regístrese gratis

Glasfunds, LLC (Cleveland)


Glasfunds, LLC is a mid-sized advisory firm based in Cleveland. It manages $35 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Illinois, Massachusetts, New York, and Ohio.

Logo

Glasfunds provides selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Glasfunds: assets under management

The assets under management (AUM) of Glasfunds, LLC is $35 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Glasfunds has custody of $900 thousand in cash and securities for 45 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glasfunds, 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.

Based in Cleveland

The principal office where Glasfunds, LLC performs its advisory services is located at One Cleveland Center, Cleveland, OH 44114, 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 216-862-1300 or by fax 216-359-0053. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.glasfunds.com.


Registered investment advisers similar to Glasfunds, LLC