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Gainplan LLC

● SEC registered since 2015CRD 174427SEC# 801-81166Bloomfield Hills, MI
Export (members)
Reg. AUM
$478.5M
Employees
13
Accounts
1,765
Location
Bloomfield Hills, MI

Gainplan LLC assets under management

Gainplan LLC is a registered investment adviser overseen by the SEC based in Bloomfield Hills, MI. The firm has been registered since 2015. It reports $478.5 million in regulatory assets under management and employs 13 people.

Gainplan LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Wilson Ivory ControlManaging MemberOver 75%2015
Wayne Anthony Bell-Warren ControlChief Compliance OfficerUnder 5%2015

Frequently asked questions

How much does Gainplan LLC manage?

Gainplan LLC reports $478.5 million in regulatory assets under management on its Form ADV.

How many employees does Gainplan LLC have?

Gainplan LLC reports 13 employees.

Where is Gainplan LLC located?

Gainplan LLC is based in Bloomfield Hills, MI and has been SEC-registered since 2015.

Does Gainplan LLC disclose fund performance?

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

Contact & registration

Address800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI 48302
Phone248.385.3737
Fax248.385.3752
Office hours9:00 a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1697857
Discloses disciplinary historyNo

Assets under management

Discretionary$430.7M
Non-discretionary$47.7M
Total (RAUM)$478.5M