A complete list of active advisors currently associated with Galliott Capital Advisors, LLC

Warmer can help you find a great advisor at Galliott Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Galliott Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.