GLASGOW PARTNERS, LLC
Adviser information for GLASGOW PARTNERS, LLC last updated from Form ADV on March 15th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 0 | $0 |
| Non-Discretionary | 8 | $139.0M |
| Total | 8 | $139.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 8 | $139.0M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | Fixed feesCommissions |
Identifiers
| SEC RIA File Number | 801-66727 |
|---|---|
| SEC ERA File Number | 801-66727 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139607 |
| Legal Entity Identifier | None |
Principal Office
312 OW LOWREYSALADO
TX
United States
Monday - Friday, 8AM - 5PM
Tel: 610-494-1322, Fax: 866-765-6496
Websites
Chief Compliance Officer
F. THOMAS CAMPBELL
MANAGING DIRECTOR
312 OW LOWREY
SALADO
TX
United States
Tel:
6104941322
Fax:
8667656496
T*********@******************M
(Full email address available in API data)
Regulatory Contact
MARIO R. PELOSI
MANAGING DIRECTOR
359 SHADY LN
HUNTINGDON VALLEY
PA
United States
Tel:
2158803878
Fax:
866-765-6496
M*******@******************M
(Full email address available in API data)
Industry Affiliates
| TIME INVESTMENTS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAMPBELL, FRANCIS, THOMAS | Individual | – | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | 04/2004 | 50-75% |
| PELOSI, MARIO, R | Individual | – | MANAGING DIRECTOR | 01/2009 | 50-75% |