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Great Lakes Advisors, LLC

● SEC registered since 1982CRD 110757SEC# 801-16937Chicago, IL
Export (members)
Ranks #464 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$15.3B
Fund GAV
$55.6M
Private funds
2
Employees
86
Accounts
3,771
Location
Chicago, IL

Great Lakes Advisors, LLC assets under management

Great Lakes Advisors, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 1982. It reports $15.3 billion in regulatory assets under management and employs 86 people. Great Lakes Advisors, LLC manages 2 private funds with combined gross assets of $55.6 million, including Great Lakes Small-Cap Trust. By regulatory assets, it ranks 464 of 5,911 private fund managers.

Great Lakes Advisors, LLC private funds

2 funds · $55.6M GAV
FundTypeGross assetsMin.
Great Lakes Small-Cap TrustOther Private$42.6M$1M
Great Lakes Large-Cap Value Fund, LLCOther Private$13M$1M

Great Lakes Advisors, LLC owners & executives

22 reported
NameTitleOwnershipSince
Bert Atwater Getz ControlManagerUnder 5%2008
Celena Roldan Sarillo ControlManagerUnder 5%2019
Edward Joseph Calkins ControlManager & Sr. Managing DirectorUnder 5%2011
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Frequently asked questions

How much does Great Lakes Advisors, LLC manage?

Great Lakes Advisors, LLC reports $15.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Great Lakes Advisors, LLC manage?

Great Lakes Advisors, LLC manages 2 private funds with combined gross assets of $55.6 million.

How many employees does Great Lakes Advisors, LLC have?

Great Lakes Advisors, LLC reports 86 employees.

Where is Great Lakes Advisors, LLC located?

Great Lakes Advisors, LLC is based in Chicago, IL and has been SEC-registered since 1982.

Does Great Lakes Advisors, LLC disclose fund performance?

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

Contact & registration

Address231 S. Lasalle Street, 4th Floor, Chicago, IL 60604
Phone312-431-1700
Fax312-846-9460
Office hours8:15a.m. - 4:45p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$14.98B
Non-discretionary$316.2M
Total (RAUM)$15.3B

Service providers

Administrator