Gaelin LLC

Gaelin LLC provides investment advice and portfolio management to a small roster of high‑net‑worth individuals and entities that generally qualify as Accredited Investors, Qualified Clients, or Qualified Purchasers. The firm advises on public market securities (mutual funds, equities, ETFs, fixed income, REITs) and arranges access to private market products including private credit, private equity, infrastructure, real estate, and venture capital.

The firm applies a blend of analytical techniques — charting, fundamental and technical analysis, quantitative methods, and modern portfolio theory — and documents objectives and constraints in an Investment Policy Statement while pursuing long‑term investment strategies. Gaelin does not have discretionary trading authority; recommendations are implemented at clients’ direction and the adviser does not proactively monitor existing holdings unless the client requests a review.

Compared with peers, Gaelin is small in scale (one adviser, four clients, roughly $865,000 AUM) yet offers access to a broad set of private market vehicles and may impose higher minimums on certain private investments. The firm uses a dual custody approach — Community National Bank (“CNB Custody”) primarily for private market investments and Altruist Financial LLC (“Altruist”) for public and private market custody — does not aggregate trades across clients, and discloses receipt of soft‑dollar benefits from custodians, all of which can affect execution and operational handling.