GKFO, LLC
Adviser information for GKFO, LLC last updated from Form ADV on January 11th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 118 | $243.5M |
| Non-Discretionary | 139 | $369.2M |
| Total | 257 | $612.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 9 | $1.1M |
| HNW Individuals | 62 | $602.4M |
| 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 | 5 | $9.3M |
| 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 | 3 |
| No. of Non-U.S. Clients | 4 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-70478 |
|---|---|
| SEC ERA File Number | 801-70478 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151138 |
| Legal Entity Identifier | None |
Principal Office
ONE TOWER BRIDGE100 FRONT STREET, SUITE 1111
W. CONSHOHOCKEN
PA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 610-341-3900, Fax: (610) 341-9455
Websites
Chief Compliance Officer
ALEC BOSACKER
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 1111
W. CONSHOHOCKEN
PA
United States
Tel:
610-341-3900
Fax:
(610) 341-9455
A********@*******T
(Full email address available in API data)
Regulatory Contact
STEPHEN KITCHING
MANAGING MEMBER
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 1111
W. CONSHOHOCKEN
PA
United States
Tel:
610-341-3900
S********@*******T
(Full email address available in API data)
Industry Affiliates
| FFSF (GP), LLC | Sponsor, GP, manager of pooled investment vehicles |
| FOREFRONT ANALYTICS, 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 |
|---|---|---|---|---|---|
| KITCHING, STEPHEN, RICHARD | Individual | – | MANAGING MEMBER/CHIEF OPERATING OFFICER | 07/2009 | 50-75% |
| GECZY, CHRISTOPHER, CHARLES | Individual | – | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | 07/2009 | 50-75% |
| NEILIO, NICHOLAS | Individual | – | CHIEF FINANCIAL OFFICER | 11/2012 | < 5% |
| Bosacker, Alec, John | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |