# GFO ADVISORY SERVICES, LLC

GFO ADVISORY SERVICES, LLC of GREENWICH, CT is an SEC-registered investment adviser.

## Registration

- CRD: 109278
- Type: SEC-registered investment adviser
- SEC file number: 801-56752
- Location: 4 GREENWICH OFFICE PARK, 1ST FLOOR, GREENWICH, CT, 06831-5115
- Phone: 203-661-6616
- Latest filing: 2026-04-27
- Regulatory AUM: $351.3M
- Discretionary AUM: $351.3M
- Clients: 12
- Accounts: 10

## Business model

- Compensation: % of AUM, Performance
- Clients served: Charities, Investment cos

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Kim Young | CHIEF FINANCIAL OFFICER; CONTROLLER | New York, NY |
| Keith Joseph Lerner | CHIEF INVESTMENT OFFICER | — |
| Jeffrey Todd Dunn | CHIEF EXECUTIVE OFFICER | — |
| Patricia Reed Centeno | CHIEF COMPLIANCE OFFICER | — |
| Dorothy Oscarlyn Elder | CHIEF INVESTMENT OFFICER | — |
| PEARSON MICHAEL EUGENE | CCO, BOARD MEMBER; CHIEF COMPLIANCE OFFICER; SECRETARY | — |
| HILLE ROBERT JOHN | CHIEF COMPLIANCE OFFICER | — |
| PAPARELLI PATRICK ANTHONY | CHIEF COMPLIANCE OFFICER; SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| CENTENO PATRICIA REED | CHIEF COMPLIANCE OFFICER | — |
| BRENNAN TERENCE PETER | SENIOR VICE PRESIDENT | — |
| PERRY HENRY | CHAIRMAN/DIRECTOR; CHAIRMAN EMERITUS; CHAIRMAN,MANAGER | — |
| WULSIN HENRY HARRISON | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| LAKIN KEVIN R | CHIEF FINANCIAL OFFICER | — |
| HECHTLINGER SUSAN J | CHIEF COMPLIANCE OFFICER | — |
| HATTINK WILLEM-JAU ODO | CEO, BOARD MEMBER; CHIEF EXECUTIVE OFFICER | — |
| SESSIONS NEAL | CHIEF FINANCIAL OFFICER | — |
| LAGOMASINO MARIA ELENA | CHIEF EXECUTIVE OFFICER | — |
| ZEUNER MICHAEL | CHIEF STRATEGY & CLIENT EXPERIENCE OFFICER; CHIEF STRATEGY & INNOVATION OFFICER; SENIOR EXECUTIVE PARTNER | — |
| HOLDEN MICHAEL JAMES | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| MEHALKO ANDREW PATRICK | CHIEF INVESTMENT OFFICER | — |
| NEAL GINNY RAE | LEGAL RESOURCE MANAGER | — |
| SESSIONS NEAL BRADLEY | CFO; CHIEF FINANCIAL OFFICER | — |
| ELMES JOHN THOMAS | HEAD OF INVESTMENTS | — |
| BRUNEL JEAN LOUIS PIERRE | CHIEF INVESTMENT OFFICER | — |
| MCCLELLAN CATHERINE RICHARDS | SECRETARY, CHIEF COMPLIANCE OFFICER | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-08-14 | regulatory | THE SEC'S FINDINGS, INFORMED BY THE SELF-DISCLOSURE OF \[TSI/TIS\] AND ITS CONTROL AFFILIATES \[TIS/TSI\] AND TAS (COLLECTIVELY, "TRUIST"), INCLUDED THAT CERTAIN TRUIST EMPLOYEES COMMUNICATED ABOUT TRUIST'S BROKER DEALER AND INVESTMENT ADVISOR BUSINESSES USING UNAPPROVED, OFF-CHANNEL METHODS, INCLUDING… | Final | $3.0M |
| — | regulatory | — | — | — |


## Private funds (8)

Mix: Hedge Fund 2 · Private Equity Fund 6

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MULTI MANAGER MASTER PORTFOLIO, LLC | Hedge Fund | Delaware | 1 | $335.2M | $250K |
| AMA TUCKERBROOK REAL ASSETS FUND (QP) LP | Private Equity Fund | Delaware | 32 | $1.1M | $250K |
| ENERGY MEZZANINE FUND (QP), LP | Private Equity Fund | Delaware | 26 | $451K | $250K |
| PRIVATE EQUITY MULTI-MANAGER 2008 (QP), LP | Private Equity Fund | Delaware | 90 | $433K | $250K |
| AMA PRIVATE EQUITY FUND OF FUNDS 2007 (QP), LP | Private Equity Fund | Delaware | 84 | $272K | $250K |
| PRIVATE EQUITY MULTI-MANAGER III (QP), LP | Private Equity Fund | Delaware | 60 | $267K | $250K |
| AMA EAGLE PRIVATE EQUITY FUND, LP | Private Equity Fund | Delaware | 21 | $221K | $500K |
| AMA MULTI-STRATEGY OFFSHORE FUND, LTD. | Hedge Fund | British Virgin Islands | 39 | $94K | $500K |


## Fund service providers (1)

- custodian: MULTI MANAGER PORTFOLIO, LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109278/similar
- Related entities: https://search.stillhousedata.com/firm/109278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109278

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.