SourcingSourcing

GILMAN HILL ASSET MANAGEMENT, LLC

C36
CRD 143970·SEC 801-67941·NEW CANAAN, CT
AUM
$1.24B
$1B+
Est. Revenue
$12.4M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GILMAN HILL ASSET MANAGEMENT, LLC
CRD
143970
SEC file #
801-67941
EIN
208806725
DBA names
—

Economics

AUM
$1.24B
AUM band
$1B+
AUM trajectory
'20'26
$312.3M → $1.24B▲ +298%
Client mix
Individuals High Net Worth255
Individuals Other34
Charitable Organizations10

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
NEW CANAAN CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
x.com/gilmanhill

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARRINGTON, JENNY, VANLEEUWEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HARRINGTON, JENNY, VANLEEUWEN
STANEK, GREGORY, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:x.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001551969
Edgar Registered
Yes
Edgar Filing Count
61
Edgar First Filing Date
2012-06-18
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
59
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001551969-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Raymond James3
Fidelity2
State Street2
Edgar Addresses
Mailing
220 ELM STREETNEW CANAAN, CT 06840
Business
220 ELM STREETNEW CANAAN, CT 06840
Edgar EIN
208806725
Edgar Recent Filings
13F-HR2026-04-08 · 0001551969-26-000002
13F-HR2026-01-12 · 0001551969-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2890383
Trust Company Affiliate
No

People (6)

6
HARRINGTON, JENNY, VANLEEUWEN
IAR · Direct Owner · 87.5%
2890383
STANEK, GREGORY, JOHN
IAR · Direct Owner · 7.5%
2847034
HARRINGTON, JOHN, BRENNAN
Executive Officer · 2.5%
5759128
Brigid Catherine Lahiff
IAR
7895289
JACOB FRIAR
IAR
6431895
JONATHAN OHERRON
IAR
1230702