SourcingSourcing

GILLSON CAPITAL LP

C28
CRD 284079·SEC 801-107929·CHICAGO, IL
AUM
$2.07B
$1B+
Est. Revenue
$20.7M
@ 1% on AUM
Est. EBITDA
$6.2M
@ 30% margin
Est. Deal Value
$49.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GILLSON CAPITAL LP
CRD
284079
SEC file #
801-107929
EIN
000000000
DBA names
Gillson Capital

Economics

AUM
$2.07B
AUM band
$1B+
AUM trajectory
'20'26
$1.55B → $2.07B▲ +34%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
16
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
8 advisors → 12 advisors▲ +50%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
gillsoncapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GILLSON CAPITAL (GP) LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
GILLSON CAPITAL (GP) LLC
HARTMAN, KIRT, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GILLSONCAPITAL.COM
Rdap Domain Creation Date
2014-10-13T21:32:46Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001698055
Edgar Registered
Yes
Edgar Filing Count
40
Edgar First Filing Date
2017-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001698055-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley7
E*trade4
Edgar Addresses
Mailing
222 WEST ADAMS STREETSUITE 2180CHICAGO, IL 60606
Business
222 WEST ADAMS STREETSUITE 2180CHICAGO, IL 60606
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0001698055-26-000003
13F-HR2026-02-17 · 0001698055-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-13T21:32:46Z
Rdap Domain Last Changed
2025-08-14T07:13:28Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.comNs2.dnsmadeeasy.comNs3.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (3)

3
HARTMAN, KIRT, ALLEN
Executive Officer · 2.5%
7075831
JOHNSON, DANIEL, BARTLETT
Executive Officer · 2.5%
4784762
KALISH, MARTIN, FREDRIC
Executive Officer · 2.5%
2576867