Galliott Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$115,047,921
Clients
72
Advisors
5
of 6 employees
About
Galliott Capital Advisors is a family-office and investment advisory boutique that serves high‑ and ultra‑high‑net‑worth individuals, families, certain businesses, institutional clients and retirement plan sponsors. The firm provides asset and portfolio management, financial planning and consulting, multi‑family office (MFO) services, retirement‑plan and institutional consulting, and acts as adviser and sponsor to pooled private investment vehicles.
The firm tailors portfolios using individual equities, fixed income, ETFs, options and alternative investments, and conducts due diligence and ongoing oversight of third‑party managers and illiquid private placements as part of its comprehensive MFO offerings. Galliott Capital discloses that it may employ derivatives and borrowing (margin) in separately managed accounts and that it manages affiliated private funds for which it receives performance‑based compensation, including carried interest and subscription fees.
Noteworthy distinctions include a material non‑U.S. client base and reported relationships with insurance‑company clients, along with its adviser/sponsor role for Cayman and Delaware private investment vehicles and portfolio management of pooled vehicles — arrangements that the firm identifies as presenting additional conflicts and operational considerations. The brochure also discloses past regulatory actions involving a firm principal and notes employee participation in the same strategies as clients (often on reduced or waived fees), items prospective clients may consider when assessing governance and conflicts.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning and consulting services, not exceeding $250,000
Hourly fees charged for financial planning and consulting services
Performance-based fees in the form of carried interest charged only to GCAP Funds managed by the firm
Subscription fees amounting to 1% of the subscription amount charged to investors in some GCAP Funds
Minimum fee: Minimum fee of $25,000 for Multi-Family Office service Fee-only: Flat fees for financial planning and consulting up to $250,000, hourly fees also charged
Main office
9401 Wilshire Blvd., Ste 705
Beverly Hills CA 90212
Advisors at this office
5
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Antoine S
Series 63, Series 65
Beverly Hills, CA
Galliott Capital Advisors, LLC
Antoine Souma is a financial advisor at Galliott Capital Advisors, LLC with 26 years of industry experience. He has held positions at firms including Morgan Stanley, J.P. Morgan Securities, Deutsche Bank Securities, and UBS Financial Services. Souma serves on the board of the Lebanese American Foundation - House of Lebanon and acts as a resource facilitator and treasurer for the Los Angeles Sheriff’s Department. Galliott Capital Advisors is a boutique family-office and investment advisory firm serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and sponsors private investment vehicles, tailoring portfolios with a range of equities, fixed income, ETFs, options, and alternative investments.
Azelia B
Series 66
Beverly Hills, CA
Galliott Capital Advisors, LLC
Azelia Betancourt is a financial advisor with Galliott Capital Advisors, LLC, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Morgan Stanley and J.P. Morgan Securities. Betancourt is also affiliated with Insigneo Securities, LLC. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and acts as adviser and sponsor to pooled private investment vehicles.
Christopher J
CFA®, Series 63
Beverly Hills, CA
Galliott Capital Advisors, LLC
Christopher Jarrous is a CFA® charterholder with 12 years of industry experience. He is currently with Galliott Capital Advisors, LLC and has previously worked at Dunlap Equity Management, LLC and Seven Boson Group. Galliott Capital Advisors is a boutique family office and investment advisory firm serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers tailored portfolio management, financial planning, multi-family office services, and acts as adviser and sponsor to pooled private investment vehicles.
Ahsoo A
Series 66
Beverly Hills, CA
Galliott Capital Advisors, LLC
Ahsoo Ahn is a financial advisor with Galliott Capital Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Morgan Stanley and Insigneo Advisory Services. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and retirement-plan consulting, utilizing a range of investment strategies including equities, fixed income, options, and alternatives.
Zenia D
Series 66
Beverly Hills, CA
Galliott Capital Advisors, LLC
Zenia Delgado is a financial advisor at Galliott Capital Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley & Co. and Insigneo Advisory Services. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and consulting, utilizing a range of investments including equities, fixed income, ETFs, options, and alternatives.
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