GELLER ADVISORS LLC

GELLER ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 134062). Regulatory assets under management: $5.9B.

Registration

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.

NameRoleLocation
RYAN PETER OWENCHIEF EXECUTIVE OFFICERMIAMI, FL
Leonard Lawrence Curle GullanCHIEF OPERATING OFFICER
Scott William AkinsGENRAL COUNSELMiami, FL
Stephen Chad EstepCHIEF COMPLIANCE OFFICER
Peter Yoshi WatsonHEAD OF ALTERNATIVES
Francisco Tobias MarinCHIEF FINANCIAL OFFICER
GELLER MARTIN JAYCHIEF EXECUTIVE OFFICER; GELLER & CO. CHIEF EXECUTIVE OFFICER; GELLER & COMPANY PRESIDENT (+2 more)
PERSSON JON RAMSAYCHIEF COMPLIANCE OFFICER
SOFRONAS SUSAN WARRENHEAD OF FAMILY OFFICE SERVICES; MANAGING DIRECTOR, FAMILY OFFICE SERVICES
WEDEKING ROBERTCHIEF INVESTMENT OFFICER
BOSCACCI PAUL JCHIEF COMPLIANCE OFFICER; HEAD OF INVESTMENT OPERATIONS
BANBURY DOUGLAS JAYCHIEF COMPLIANCE OFFICER
MCLAUGHLIN JAMES HUGHCHIEF EXECUTIVE OFFICER
SCHIFFER CHRISTOPHER JOHNCHIEF COMPLIANCE OFFICER
CALABRESE GIUSEPPECEO
CALABRASE GIUSEPPECEO
KASNETZ PAUL IRACHIEF COMPLIANCE OFFICER/CFO
BRAUNSTEIN MARTIN ALANCHIEF COMPLIANCE OFFICER
COOPERMAN MARTINMANAGING PARTNER - GELLER & COMPANY
HOROWITZ HAYDEN MCHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER
DEROSE ANGELA JUDECHIEF COMPLIANCE OFFICER
Hornstein Edward SethCHIEF COMPLIANCE OFFICER
Nidowicz DoreenCHIEF OPERATING OFFICER
DUKE BEVERLY LYNNCHIEF COMPLIANCE OFFICER
Ryan Owen MarkCHIEF EXECUTIVE OFFICER

Private funds (10)

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

FundTypeFormedOwnersGross asset valueMin investment
GELLER SELECT ALTERNATIVES LLCHedge FundDelaware61$206.8M$250K
GELLER MULTI-VINTAGE IV, LLCPrivate Equity FundDelaware57$125.3M$250K
STORAGE OPPORTUNITIES FUND, LLCReal Estate FundDelaware78$103.3M$250K
GELLER MULTI-VINTAGE III, LLCPrivate Equity FundDelaware54$86.6M$250K
GELLER MULTI-VINTAGE II, LLCPrivate Equity FundDelaware55$73.0M$250K
GELLER MULTI-VINTAGE I, LLCPrivate Equity FundDelaware59$63.5M$250K
GELLER SPECIAL OPPORTUNITIES FUND I, LLCPrivate Equity FundDelaware37$48.3M$250K
GELLER MULTI VINTAGE REAL ESTATE I LLCPrivate Equity FundDelaware22$45.2M$250K
GELLER SPECIAL OPPORTUNITIES FUND II, LLCPrivate Equity FundDelaware51$38.2M$250K
REGATTA OPPORTUNITY FUND LLCPrivate Equity FundDelaware35$36.4M$250K

Branch offices (9)

CityStateEmployeesPhone
JUPITERFL2516-468-2212
JUPITERFL2516-468-2212
JUPITERFL2516-468-2212
1650-339-442
1650-339-442
1650-339-442
LOS ANGELESCA0310-554-5200
LOS ANGELESCA0310-554-5200
LOS ANGELESCA0310-554-5200

Fund service providers (1)

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