Hedge Fund Database

GILBERT & COOK, INC.

Adviser information for GILBERT & COOK, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Iowa, United States

Employees

Total Number of Employees 32
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 15
Licensed Agents of an Insurance Company 13
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,209 $1.2B
Non-Discretionary 10 $7.6M
Total 3,219 $1.2B

Clients

Type Number RAUM
Individuals 511 $128.2M
HNW Individuals 300 $996.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 12 $46.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $27.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 5
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 1.2B
Portfolio Manager to Program Sponsor
GILBERT & COOK WRAP PROGRAM GILBERT & COOK, INC.

Identifiers

SEC RIA File Number 801-107546
SEC ERA File Number 801-107546
SEC CIK Numbers 1675762
SEC CRD Numbers 283112
Legal Entity Identifier None

Principal Office

5058 GRAND RIDGE DRIVE
WEST DES MOINES
IA
United States
Monday - Friday, 8 AM TO 5 PM
Tel: (515) 270-6444, Fax: None

Websites

www.linkedin.com/company/gilbert-&-cook-inc www.gilbertcook.com/ www.facebook.com/gilbertandcook www.youtube.com/channel/ucit2e2kd2igbc6xvyucpvqa

Chief Compliance Officer

ANDY ARMSTRONG
CHIEF COMPLIANCE OFFICER
255 E FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: 513-832-5385
(Full email address available in API data)

Regulatory Contact

LINDA COOK
MANAGING PARTNER AND FOUNDER
5058 GRAND RIDGE DRIVE
WEST DES MOINES
IA
United States
Tel: 5152706444
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
COOK, LINDA, LUNDSTROM Individual – CHIEF EXECUTIVE OFFICER 04/2016 25-50%
COOK, CHRISTOPHER, CALVIN Individual – CHIEF INVESTMENT OFFICER 04/2016 25-50%
ROSENSTIEL, MEGAN, LEIGH Individual – SHAREHOLDER 07/2018 10-25%
GRIMM, BRANDON, DOMINIC Individual – SHAREHOLDER 07/2018 10-25%
TRIPP, JERIT, PAUL Individual – SHAREHOLDER 07/2018 5-10%
ARMSTRONG, ANDY, JOHN Individual – CHIEF COMPLIANCE OFFICER 11/2023 < 5%

No. Employees, Historic

40200201920202021202220232024202521 on 7/25/201921 on 11/22/201920 on 3/5/202020 on 6/16/202020 on 11/4/202022 on 3/4/202122 on 9/14/202122 on 11/1/202126 on 3/14/202226 on 5/17/202226 on 5/24/202232 on 3/31/202332 on 4/3/202332 on 4/14/202332 on 5/3/202332 on 6/2/202332 on 9/29/202332 on 10/20/202332 on 11/14/202332 on 3/27/2024

RAUM, Historic

2B1B02019202020212022202320242025426638910 on 7/25/2019426638910 on 11/22/2019612576210 on 3/5/2020612576210 on 6/16/2020612576210 on 11/4/2020793173930 on 3/4/2021793173930 on 9/14/2021793173930 on 11/1/20211012333774 on 3/14/20221012333774 on 5/17/20221012333774 on 5/24/2022973601625 on 3/31/2023973601625 on 4/3/2023973601625 on 4/14/2023973601625 on 5/3/2023973601625 on 6/2/2023973601625 on 9/29/2023973601625 on 10/20/2023973601625 on 11/14/20231197704959 on 3/27/2024

No. Clients, Historic

90045002019202020212022202320242025463 on 7/25/2019463 on 11/22/2019536 on 3/5/2020536 on 6/16/2020536 on 11/4/2020575 on 3/4/2021575 on 9/14/2021575 on 11/1/2021670 on 3/14/2022670 on 5/17/2022670 on 5/24/2022772 on 3/31/2023772 on 4/3/2023772 on 4/14/2023772 on 5/3/2023772 on 6/2/2023772 on 9/29/2023772 on 10/20/2023772 on 11/14/2023828 on 3/27/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 514K 5K 0
ABBOTT LABS COM 637K 6K 0
ABBVIE INC COM 1M 8K 0
AGILENT TECHNOLOGIES INC COM 289K 2K 0
ALLIANT ENERGY CORP COM 337K 7K 0
ALNYLAM PHARMACEUTICALS INC COM 987K 4K 0
ALPHABET INC CAP STK CL A 210K 1K 0
ALPHABET INC CAP STK CL C 6M 33K 0
ALTRIA GROUP INC COM 553K 12K 0
AMAZON COM INC COM 6M 29K 0
AMERICAN ELEC PWR CO INC COM 326K 4K 0
APOLLO GLOBAL MGMT INC COM 450K 4K 0
APPLE INC COM 8M 38K 0
APPLIED MATLS INC COM 937K 4K 0
ARCH CAP GROUP LTD ORD 517K 5K 0
ARES CAPITAL CORP COM 30M 1M 0
ARGENX SE SPONSORED ADR 787K 2K 0
ARK ETF TR INNOVATION ETF 217K 5K 0
ASCENDIS PHARMA A/S SPONSORED ADR 357K 3K 0
AT&T INC COM 687K 36K 0
AUTODESK INC COM 340K 1K 0
AUTOMATIC DATA PROCESSING IN COM 416K 2K 0
BANK AMERICA CORP COM 637K 16K 0
BANK NEW YORK MELLON CORP COM 511K 9K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 6K 0
BLACKROCK INC COM 975K 1K 0
BLOCK INC CL A 648K 10K 0
BLUE OWL CAP CORP III COM SHS 765K 51K 0
BLUE OWL CAPITAL CORPORATION COM 435K 28K 0
BLUEPRINT MEDICINES CORP COM 481K 4K 0
BOSTON BEER INC CL A 338K 1K 0
BROADCOM INC COM 1M 750 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 205K 5K 0
BROOKFIELD CORP CL A LTD VT SH 1M 30K 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 608K 18K 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 297K 10K 0
BROWN & BROWN INC COM 890K 10K 0
CACTUS INC CL A 681K 13K 0
CADENCE DESIGN SYSTEM INC COM 1M 3K 0
CARMAX INC COM 485K 7K 0
CASEYS GEN STORES INC COM 494K 1K 0
CATERPILLAR INC COM 1M 4K 0
CBRE GROUP INC CL A 480K 5K 0
CCC INTELLIGENT SOLUTIONS HL COM 214K 19K 0
CHEVRON CORP NEW COM 1M 8K 0
CHIPOTLE MEXICAN GRILL INC COM 3M 47K 0
CISCO SYS INC COM 1M 22K 0
CITIGROUP INC COM NEW 330K 5K 0
CITIZENS FINL GROUP INC COM 214K 6K 0
COCA COLA CO COM 880K 14K 0
COMCAST CORP NEW CL A 587K 15K 0
CONOCOPHILLIPS COM 1M 13K 0
CONSTELLATION BRANDS INC CL A 1M 5K 0
COPART INC COM 1M 24K 0
COSTAR GROUP INC COM 854K 12K 0
COSTCO WHSL CORP NEW COM 345K 405 0
COYA THERAPEUTICS INC COMMON STOCK 61K 10K 0
CROWN CASTLE INC COM 276K 3K 0
CSX CORP COM 580K 17K 0
DANAHER CORPORATION COM 424K 2K 0
DEERE & CO COM 438K 1K 0
DEXCOM INC COM 359K 3K 0
DOCUSIGN INC COM 415K 8K 0
DOMINOS PIZZA INC COM 645K 1K 0
DOW INC COM 616K 12K 0
EASTMAN CHEM CO COM 397K 4K 0
EATON VANCE LTD DURATION INC COM 98K 10K 0
ELI LILLY & CO COM 2M 2K 0
EMERSON ELEC CO COM 418K 4K 0
EXXON MOBIL CORP COM 3M 24K 0
FAIR ISAAC CORP COM 496K 333 0
FASTENAL CO COM 310K 5K 0
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 247K 4K 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 277K 6K 0
FIFTH THIRD BANCORP COM 662K 18K 0
FORD MTR CO DEL COM 278K 22K 0
FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 446K 17K 0
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 2M 345K 0
GAIN THERAPEUTICS INC COM 13K 10K 0
GALLAGHER ARTHUR J & CO COM 1M 5K 0
GAMING & LEISURE PPTYS INC COM 215K 5K 0
GARTNER INC COM 568K 1K 0
GENERAL DYNAMICS CORP COM 669K 2K 0
GILEAD SCIENCES INC COM 224K 3K 0
HEALTHPEAK PROPERTIES INC COM 244K 12K 0
HEICO CORP NEW CL A 1M 7K 0
HILTON WORLDWIDE HLDGS INC COM 1M 5K 0
HOME DEPOT INC COM 1M 4K 0
HONEYWELL INTL INC COM 271K 1K 0
HUBSPOT INC COM 1M 2K 0
HUNTINGTON BANCSHARES INC COM 272K 21K 0
HYATT HOTELS CORP COM CL A 271K 2K 0
IDEXX LABS INC COM 228K 468 0
INTERNATIONAL BUSINESS MACHS COM 625K 4K 0
INTUITIVE SURGICAL INC COM NEW 1M 3K 0
INVESCO GALAXY BITCOIN ETF COM SHS BEN INT 238K 4K 0
INVESCO QQQ TR UNIT SER 1 801K 2K 0
ISHARES BITCOIN TR SHS 486K 14K 0
ISHARES INC MSCI EMRG CHN 867K 15K 0
ISHARES TR RUS 1000 GRW ETF 513K 1K 0
ISHARES TR RUSSELL 2000 ETF 26M 130K 0
ISHARES TR CORE S&P500 ETF 152M 277K 0
ISHARES TR EAFE VALUE ETF 397K 7K 0
ISHARES TR RUS MD CP GR ETF 556K 5K 0
ISHARES TR RUS MID CAP ETF 73M 905K 0
ISHARES TR CORE S&P MCP ETF 2M 41K 0
ISHARES TR CORE MSCI EAFE 2M 23K 0
ISHARES TR IBONDS DEC25 ETF 295K 12K 0
ISHARES TR RUSSELL 3000 ETF 5M 17K 0
ISHARES TR RUS TOP 200 ETF 65M 483K 0
ISHARES TR MSCI CHINA ETF 286K 7K 0
ISHARES TR ISHS 1-5YR INVS 5M 96K 0
ISHARES TR IBONDS DEC24 ETF 259K 10K 0
ISHARES TR CORE S&P SCP ETF 1M 12K 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 303K 5K 0
JOHNSON & JOHNSON COM 1M 8K 0
JOHNSON CTLS INTL PLC SHS 422K 6K 0
JPMORGAN CHASE & CO. COM 2M 11K 0
KINDER MORGAN INC DEL COM 586K 29K 0
KKR & CO INC COM 1M 11K 0
L3HARRIS TECHNOLOGIES INC COM 544K 2K 0
LAMAR ADVERTISING CO NEW CL A 514K 4K 0
LENNAR CORP CL A 526K 4K 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 312K 4K 0
LIVE NATION ENTERTAINMENT IN COM 527K 6K 0
LOCKHEED MARTIN CORP COM 545K 1K 0
MARKEL GROUP INC COM 693K 440 0
MARSH & MCLENNAN COS INC COM 389K 2K 0
MARTIN MARIETTA MATLS INC COM 705K 1K 0
MASTERCARD INCORPORATED CL A 1M 3K 0
MCDONALDS CORP COM 971K 4K 0
MEDTRONIC PLC SHS 452K 6K 0
MERCK & CO INC COM 1M 10K 0
METLIFE INC COM 885K 13K 0
MICROCHIP TECHNOLOGY INC. COM 423K 5K 0
MICROSOFT CORP COM 5M 12K 0
MICROSTRATEGY INC CL A NEW 275K 200 0
MONOLITHIC PWR SYS INC COM 1M 1K 0
MSCI INC COM 418K 868 0
NETFLIX INC COM 2M 3K 0
NIKE INC CL B 267K 4K 0
NUCOR CORP COM 252K 2K 0
NVIDIA CORPORATION COM 9M 73K 0
OKTA INC CL A 1M 14K 0
OMEROS CORP COM 56K 14K 0
ORACLE CORP COM 447K 3K 0
OREILLY AUTOMOTIVE INC COM 1M 1K 0
PARKER-HANNIFIN CORP COM 1M 2K 0
PAYLOCITY HLDG CORP COM 315K 2K 0
PEPSICO INC COM 924K 6K 0
PFIZER INC COM 687K 25K 0
PHILIP MORRIS INTL INC COM 1M 10K 0
PNC FINL SVCS GROUP INC COM 425K 3K 0
PRINCIPAL FINANCIAL GROUP IN COM 566K 7K 0
PROCTER AND GAMBLE CO COM 2M 14K 0
PROGRESSIVE CORP COM 427K 2K 0
PROLOGIS INC. COM 565K 5K 0
PRUDENTIAL FINL INC COM 1M 9K 0
PUBLIC SVC ENTERPRISE GRP IN COM 493K 7K 0
QUALCOMM INC COM 947K 5K 0
REGENERON PHARMACEUTICALS COM 2M 2K 0
ROCKET LAB USA INC COM 211K 44K 0
ROPER TECHNOLOGIES INC COM 919K 2K 0
RTX CORPORATION COM 208K 2K 0
S&P GLOBAL INC COM 453K 1K 0
SALESFORCE INC COM 2M 6K 0
SBA COMMUNICATIONS CORP NEW CL A 392K 2K 0
SCHWAB STRATEGIC TR US BRD MKT ETF 536K 9K 0
SCHWAB STRATEGIC TR US LCAP VA ETF 490K 7K 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 293K 11K 0
SCHWAB STRATEGIC TR US LCAP GR ETF 1M 11K 0
SHOPIFY INC CL A 442K 7K 0
SOUTHERN CO COM 805K 10K 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 623K 17K 0
SPDR S&P 500 ETF TR TR UNIT 3M 6K 0
SPDR SER TR S&P 600 SMCP VAL 377K 5K 0
SPDR SER TR PORTFOLIO S&P600 528K 13K 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 229K 6K 0
TESLA INC COM 3M 13K 0
TEXAS PACIFIC LAND CORPORATI COM 1M 2K 0
TRANSDIGM GROUP INC COM 1M 1K 0
TYLER TECHNOLOGIES INC COM 616K 1K 0
UNITED PARCEL SERVICE INC CL B 8M 61K 0
UNITEDHEALTH GROUP INC COM 234K 460 0
US BANCORP DEL COM NEW 569K 14K 0
VAIL RESORTS INC COM 236K 1K 0
VANECK ETF TRUST MRNGSTR WDE MOAT 604K 7K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 58M 799K 0
VANGUARD INDEX FDS MID CAP ETF 2M 7K 0
VANGUARD INDEX FDS VALUE ETF 540K 3K 0
VANGUARD INDEX FDS GROWTH ETF 635K 2K 0
VANGUARD INDEX FDS TOTAL STK MKT 12M 45K 0
VANGUARD INDEX FDS SMALL CP ETF 221K 1K 0
VANGUARD INDEX FDS REAL ESTATE ETF 7M 82K 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 428K 7K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 32K 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 234K 5K 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 545K 9K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 67M 1M 0
VANGUARD WORLD FD ESG INTL STK ETF 249K 4K 0
VANGUARD WORLD FD COMM SRVC ETF 439K 3K 0
VANGUARD WORLD FD CONSUM STP ETF 229K 1K 0
VANGUARD WORLD FD FINANCIALS ETF 296K 3K 0
VERISIGN INC COM 306K 2K 0
VERISK ANALYTICS INC COM 764K 3K 0
VERIZON COMMUNICATIONS INC COM 947K 23K 0
VULCAN MATLS CO COM 848K 3K 0
WABTEC COM 490K 3K 0
WALMART INC COM 2M 25K 0
WELLS FARGO CO NEW COM 911K 15K 0
WEST BANCORPORATION INC CAP STK 301K 17K 0
WP CAREY INC COM 305K 6K 0