GID INVESTMENT ADVISERS LLC
Adviser information for GID INVESTMENT ADVISERS LLC last updated from Form ADV on March 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 144 |
|---|---|
| Investment Advisory/Research | 78 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $3.5B |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $3.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $3.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-123518 |
|---|---|
| SEC ERA File Number | 801-123518 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318844 |
| Legal Entity Identifier | None |
Principal Office
211 PERIMETER CENTER PKWY NE,SUITE 900
ATLANTA
GA
United States
Monday - Friday, 8:30 - 5:00
Tel: 833-259-7511, Fax: None
Chief Compliance Officer
JANA NAWROCKI
SENIOR VICE PRESIDENT
211 PERIMETER CENTER PKWY
SUITE 900
ATLANTA
GA
United States
Tel:
404-620-0931
J********@******M
(Full email address available in API data)
Regulatory Contact
MELISSA FANG
EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL
125 HIGH STREET
HIGH STREET TOWER, 27TH FLOOR
BOSTON
MA
United States
Tel:
(617) 854-9125
M****@******M
(Full email address available in API data)
Industry Affiliates
| GENERAL INSURANCE SERVICES INC. | Insurance company or agency |
| GID INDUSTRIAL VALUE FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GID MAINSTAY FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GID INDUSTRIAL VALUE FUND LP | Real Estate Fund | $362.8M | $5.0M | 4 |
| GID MAINSTAY FUND LP | Private Equity Fund | $1,947.2M | $5.0M | 32 |
| GID MAINSTAY IN-KIND FUND LP | Private Equity Fund | $1,181.9M | $5.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Kader, Hisham, Abdul | Individual | – | CHIEF FINANCIAL OFFICER | 10/2016 | < 5% |
| BATES, GREGORY, STEPHEN | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2021 | < 5% |
| PALMER, THADDEUS, DUDLEY | Individual | – | CHIEF INVESTMENT OFFICER | 01/2017 | < 5% |
| Harris, Jeffrey, Alston | Individual | – | CHIEF OPERATING OFFICER | 01/2021 | < 5% |
| GID INVESTMENT ADVISERS CORPORATION | Domestic Entity | – | MEMBER | 11/2003 | > 75% |
| NAWROCKI, JANA, TORBLAA | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2021 | < 5% |
| FANG, MELISSA, NMN | Individual | – | GENERAL COUNSEL | 11/2019 | < 5% |
| GID VOTING TRUST - MJW | Domestic Entity | GID INVESTMENT ADVISERS CORPORATION | SHAREHOLDER (SERIES A) | 12/2012 | 50-75% |
| GID VOTING TRUST - NWW | Domestic Entity | GID INVESTMENT ADVISERS CORPORATION | SHAREHOLDER (SERIES A) | 12/2012 | 50-75% |
| WALLACE, MONTE, JAMES | Individual | GID VOTING TRUST - MJW | TRUSTEE | 12/2012 | > 75% |
| WALLACE, NEIL, WINTHROP | Individual | GID VOTING TRUST - MJW | TRUSTEE | 12/2012 | > 75% |
| WALLACE, MONTE, JAMES | Individual | GID VOTING TRUST - NWW | TRUSTEE | 12/2012 | > 75% |
| WALLACE, NEIL, WINTHROP | Individual | GID VOTING TRUST - NWW | TRUSTEE | 12/2012 | > 75% |