Gfo Advisory Services, LLC
● SEC registered since 1999CRD 109278SEC# 801-56752Greenwich, CT
Ranks #4,372 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$351.3M
Fund GAV
$338.1M
Private funds
8
Employees
12
Accounts
10
Location
Greenwich, CT
Gfo Advisory Services, LLC assets under management
Gfo Advisory Services, LLC operates as an SEC-registered investment adviser based in Greenwich, CT. The firm has been registered since 1999. It reports $351.3 million in regulatory assets under management and employs 12 people. Gfo Advisory Services, LLC manages 8 private funds with combined gross assets of $338.1 million, including Multi Manager Master Portfolio, LLC. By regulatory assets, it ranks 4,372 of 6,004 private fund managers.
Gfo Advisory Services, LLC private funds
8 funds · $338.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Multi Manager Master Portfolio, LLC | Hedge | $335.2M | $250K |
| Ama Tuckerbrook Real Assets Fund (qp) LP | Private Equity | $1.1M | $250K |
| Energy Mezzanine Fund (qp), LP | Private Equity | $451K | $250K |
See all 8 funds — unlock the full record.
Join to unlock · $37/moGfo Advisory Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Genspring Holdings, Inc. Control | Managing Member, Holding Company | Over 75% | 1999 |
| Jeffrey Todd Dunn Control | Chief Executive Officer | Under 5% | 2024 |
| Keith Joseph Lerner Control | Chief Investment Officer | Under 5% | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Gfo Advisory Services, LLC manage?
Gfo Advisory Services, LLC reports $351.3 million in regulatory assets under management on its Form ADV.
How many private funds does Gfo Advisory Services, LLC manage?
Gfo Advisory Services, LLC manages 8 private funds with combined gross assets of $338.1 million.
How many employees does Gfo Advisory Services, LLC have?
Gfo Advisory Services, LLC reports 12 employees.
Where is Gfo Advisory Services, LLC located?
Gfo Advisory Services, LLC is based in Greenwich, CT and has been SEC-registered since 1999.
Does Gfo Advisory Services, LLC disclose fund performance?
Gfo Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 Greenwich Office Park, 1st Floor, Greenwich, CT 06831-5115 |
| Phone | 203-661-6616 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$351.3M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$351.3Mregulatory AUM
Discretionary $351.3M
Fund type mix
Private Equity6
Hedge2
Service providers
Auditor
Prime broker
Custodian
Administrator