GOSSELIN CONSULTING GROUP LLC
Adviser information for GOSSELIN CONSULTING GROUP LLC last updated from Form ADV on March 18th, 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 | Massachusetts, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 | No |
|---|
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 | 0 | $0 |
| Pension and profit sharing plans | 15 | $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 | 15 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting servicesINVESTMENT MANAGER RESEARCH, 401(K) PLAN SPONSOR INVESTMENT CONSULTING |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-73128 |
|---|---|
| SEC ERA File Number | 801-73128 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161019 |
| Legal Entity Identifier | None |
Principal Office
25 BRAINTREE HILL OFFICE PARKSUITE 200
BRAINTREE
MA
United States
Monday - Friday, 8:00AM - 6:00PM
Tel: 781-930-3301, Fax: 781-380-3650
Chief Compliance Officer
SHAWN M. CHARLES
MANAGING PARTNER, CO-FOUNDER
25 BRAINTREE HILL OFFICE PARK
SUITE 200
BRAINTREE
MA
United States
Tel:
781-930-3301
Fax:
781-380-3650
S************@**************************M
(Full email address available in API data)
Regulatory Contact
PETER GOSSELIN
MANAGING PARTNER, CO-FOUNDER
25 BRAINTREE HILL OFFICE PARK
SUITE 200
BRAINTREE
MA
United States
Tel:
781-930-3301
Fax:
781-380-3650
P*************@**************************M
(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 |
|---|---|---|---|---|---|
| CHARLES, SHAWN, MICHAEL | Individual | – | MANAGING PARTNER, CO-FOUNDER, CHIEF COMPLIANCE OFFICER | 05/2010 | 25-50% |
| GOSSELIN, PETER, JOHN | Individual | – | MANAGING PARTNER, CO-FOUNDER | 05/2010 | 50-75% |