# GELLER ADVISORS LLC

GELLER ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 134062
- Type: SEC-registered investment adviser
- SEC file number: 801-64033
- Location: 101 PARK AVE, SUITE 3100, NEW YORK, NY, 10178
- Phone: (888) 462-3033
- Latest filing: 2025-01-29
- Regulatory AUM: $5.9B
- Discretionary AUM: $5.9B
- Non-discretionary AUM: $21.1M
- Clients: 49
- Accounts: 797

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| RYAN PETER OWEN | CHIEF EXECUTIVE OFFICER | MIAMI, FL |
| Leonard Lawrence Curle Gullan | CHIEF OPERATING OFFICER | — |
| Scott William Akins | GENRAL COUNSEL | Miami, FL |
| Stephen Chad Estep | CHIEF COMPLIANCE OFFICER | — |
| Peter Yoshi Watson | HEAD OF ALTERNATIVES | — |
| Francisco Tobias Marin | CHIEF FINANCIAL OFFICER | — |
| GELLER MARTIN JAY | CHIEF EXECUTIVE OFFICER; GELLER & CO. CHIEF EXECUTIVE OFFICER; GELLER & COMPANY PRESIDENT (+2 more) | — |
| PERSSON JON RAMSAY | CHIEF COMPLIANCE OFFICER | — |
| SOFRONAS SUSAN WARREN | HEAD OF FAMILY OFFICE SERVICES; MANAGING DIRECTOR, FAMILY OFFICE SERVICES | — |
| WEDEKING ROBERT | CHIEF INVESTMENT OFFICER | — |
| BOSCACCI PAUL J | CHIEF COMPLIANCE OFFICER; HEAD OF INVESTMENT OPERATIONS | — |
| BANBURY DOUGLAS JAY | CHIEF COMPLIANCE OFFICER | — |
| MCLAUGHLIN JAMES HUGH | CHIEF EXECUTIVE OFFICER | — |
| SCHIFFER CHRISTOPHER JOHN | CHIEF COMPLIANCE OFFICER | — |
| CALABRESE GIUSEPPE | CEO | — |
| CALABRASE GIUSEPPE | CEO | — |
| KASNETZ PAUL IRA | CHIEF COMPLIANCE OFFICER/CFO | — |
| BRAUNSTEIN MARTIN ALAN | CHIEF COMPLIANCE OFFICER | — |
| COOPERMAN MARTIN | MANAGING PARTNER - GELLER & COMPANY | — |
| HOROWITZ HAYDEN M | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| DEROSE ANGELA JUDE | CHIEF COMPLIANCE OFFICER | — |
| Hornstein Edward Seth | CHIEF COMPLIANCE OFFICER | — |
| Nidowicz Doreen | CHIEF OPERATING OFFICER | — |
| DUKE BEVERLY LYNN | CHIEF COMPLIANCE OFFICER | — |
| Ryan Owen Mark | CHIEF EXECUTIVE OFFICER | — |


## Private funds (10)

Mix: Private Equity Fund 8 · Hedge Fund 1 · Real Estate Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| GELLER SELECT ALTERNATIVES LLC | Hedge Fund | Delaware | 61 | $206.8M | $250K |
| GELLER MULTI-VINTAGE IV, LLC | Private Equity Fund | Delaware | 57 | $125.3M | $250K |
| STORAGE OPPORTUNITIES FUND, LLC | Real Estate Fund | Delaware | 78 | $103.3M | $250K |
| GELLER MULTI-VINTAGE III, LLC | Private Equity Fund | Delaware | 54 | $86.6M | $250K |
| GELLER MULTI-VINTAGE II, LLC | Private Equity Fund | Delaware | 55 | $73.0M | $250K |
| GELLER MULTI-VINTAGE I, LLC | Private Equity Fund | Delaware | 59 | $63.5M | $250K |
| GELLER SPECIAL OPPORTUNITIES FUND I, LLC | Private Equity Fund | Delaware | 37 | $48.3M | $250K |
| GELLER MULTI VINTAGE REAL ESTATE I LLC | Private Equity Fund | Delaware | 22 | $45.2M | $250K |
| GELLER SPECIAL OPPORTUNITIES FUND II, LLC | Private Equity Fund | Delaware | 51 | $38.2M | $250K |
| REGATTA OPPORTUNITY FUND LLC | Private Equity Fund | Delaware | 35 | $36.4M | $250K |


## Branch offices (9)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| JUPITER | FL | 2 | 516-468-2212 |
| JUPITER | FL | 2 | 516-468-2212 |
| JUPITER | FL | 2 | 516-468-2212 |
| — | — | 1 | 650-339-442 |
| — | — | 1 | 650-339-442 |
| — | — | 1 | 650-339-442 |
| LOS ANGELES | CA | 0 | 310-554-5200 |
| LOS ANGELES | CA | 0 | 310-554-5200 |
| LOS ANGELES | CA | 0 | 310-554-5200 |


## Fund service providers (1)

- administrator: UMB FUND SERVICES — 10 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134062/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134062/similar
- Related entities: https://search.stillhousedata.com/firm/134062/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134062

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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.