Garelick Capital Partners, L.P. (Boston)

Garelick Capital Partners, L.P. is a large advisory firm based in Boston. It manages $831.55 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.

Garelick Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Garelick Capital Partners: assets under management

The assets under management (AUM) of Garelick Capital Partners, L.P. is $831.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1198% since the beginning of its operation, and $215.5 million of the total AUM is attributable to clients outside of the United States.

The firm manages $831.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Garelick Capital Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Garelick Capital Partners serves?

The only and largest group of clients of Garelick Capital Partners is pooled investment vehicles with 5 clients and $831.55 million of assets under management. Among the 6 most similar advisory firms, Garelick Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $831.55 million for 5 clients. 60% of the firm’s clients are foreign persons or businesses.

Garelick Capital Partners also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000,000.

Careers at Garelick Capital Partners, L.P.

The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Edward Finneran	Cfo / cco	1 Sep 2012	Other	6118474
Bruce Jon Garelick	Managing partner / cio	1 Sep 2012	75% - 100%	6121709
John Patrick Donnelly	Senior analyst and associate portfolio manager	1 Sep 2012	Other	4549079
Llc Gp Bg	General partner	1 Sep 2012	Other	45-5240892
John Patrick Donnelly	Non-managing member of garelick capital gp, llc	1 May 2015	Other	4549079

Based in Boston

The principal office where Garelick Capital Partners, L.P. performs its advisory services is located at One Boston Place, Suite 3920, Boston, MA 02108 The mailing address of the firm is One Boston Place, Suite 3920, Boston, MA 02108. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 857-250-2301 or by fax 857-284-7593. The normal business hours are 9am - 5pm on Monday - Friday.