Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$466K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC
Economics
Client mix
| Pooled Investment Vehicles | 3 |
Operations
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
—
Primary office
STAMFORD CT
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees
Filings
Latest ADV filing
04/28/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
GUGGENHEIM PRIVATE INVESTMENTS
Control Persons
GUGGENHEIM PRIVATE INVESTMENTS
DILORENZO, DINA, MARIE
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
GUGGENHEIMINVESTMENTS.COM
Rdap Domain Creation Date
2000-07-06T19:33:34Z
Rdap Registrar
MarkMonitor Inc.
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Compliance & brand
Firm Registration Status
active
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full| E*trade | 4 |
| U.s. Bank | 3 |
| Jpmorgan | 1 |
Rdap Domain Expiration Date
2027-07-06T19:33:34Z
Rdap Domain Last Changed
2025-11-17T14:20:04Z
Rdap Nameservers
Blue.foundationdns.comBlue.foundationdns.netBlue.foundationdns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes
