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Guggenheim Investments Loan Advisors, LLC

● SEC registered since 2026CRD 339528SEC# 801-135074Stamford, CT
Export (members)
Ranks #5,409 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$155.4M
Fund GAV
$155.4M
Private funds
3
Employees
10
Accounts
3
Location
Stamford, CT

Guggenheim Investments Loan Advisors, LLC assets under management

Guggenheim Investments Loan Advisors, LLC is an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 2026. It reports $155.4 million in regulatory assets under management and employs 10 people. Guggenheim Investments Loan Advisors, LLC manages 3 private funds with combined gross assets of $155.4 million, including Gcm CLO 2026-1, Ltd. By regulatory assets, it ranks 5,409 of 6,004 private fund managers.

Guggenheim Investments Loan Advisors, LLC private funds

3 funds · $155.4M GAV
FundTypeGross assetsMin.
Gcm CLO 2026-1, Ltd.Securitized Asset$132.9M
Tourmalet CLO Wh 2026-2, Ltd.Securitized Asset$12.3M
Tourmalet CLO Wh 2026-3, Ltd.Securitized Asset$10.3M

Guggenheim Investments Loan Advisors, LLC owners & executives

15 reported
NameTitleOwnershipSince
Dina Marie Dilorenzo ControlPresidentUnder 5%2025
Guggenheim Private Investments Holdings, LLC ControlMemberOver 75%2026
Maria Odessky Rosen ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Guggenheim Investments Loan Advisors, LLC manage?

Guggenheim Investments Loan Advisors, LLC reports $155.4 million in regulatory assets under management on its Form ADV.

How many private funds does Guggenheim Investments Loan Advisors, LLC manage?

Guggenheim Investments Loan Advisors, LLC manages 3 private funds with combined gross assets of $155.4 million.

How many employees does Guggenheim Investments Loan Advisors, LLC have?

Guggenheim Investments Loan Advisors, LLC reports 10 employees.

Where is Guggenheim Investments Loan Advisors, LLC located?

Guggenheim Investments Loan Advisors, LLC is based in Stamford, CT and has been SEC-registered since 2026.

Does Guggenheim Investments Loan Advisors, LLC disclose fund performance?

Guggenheim Investments Loan Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 First Stamford Place, Suite 300, Stamford, CT 06902
Phone203-202-8606
Office hours8:30 a.m. - 5:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$155.4MNo change
Apr '26 — $155.4MMay '26 — $155.4MJun '26 — $155.4M
Apr '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
AUM vs fund managersTop 90%
Larger than 10% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$155.4Mregulatory AUM
Discretionary $155.4M

Service providers

Custodian