Glenwood Capital Investments, L.L.C. (Chicago)
Glenwood Capital Investments, L.L.C. is a large advisory firm based in Chicago. It manages $5.72 billion of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001.
Glenwood Capital Investments, L.L.C provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Glenwood Capital Investments, L.L.C: assets under management
The assets under management (AUM) of Glenwood Capital Investments, L.L.C. is $5.72 billion. The firm's AUM has grown by 163% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $691.53 million in discretionary accounts and $5.02 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $218.42 million.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Glenwood Capital Investments, L.L.C. 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.
Careers at Glenwood Capital Investments, L.L.C.
Frank Carter Meyer has been acting as President since 1 Jul 1998. Michael Jawor has served as the Chief Investment Officer since 1 Jul 2007. John Rowsell joined the executive team most recently as the Managing Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 18 indirect owners.Based in Chicago
The principal office where Glenwood Capital Investments, L.L.C. performs its advisory services is located at 123 North Wacker Drive, Chicago, IL 60606, 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 312-881-6500 or by fax 312-881-6501. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.
