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GHISALLO CAPITAL MANAGEMENT LLC

BOSTON, MA · CRD 309856 · IAPD ↗ · 617-502-5735

$4.89BRegulatory AUM
23Advisory reps
39Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — GHISALLO CAPITAL MANAGEMENT LLC reported RAUM up 28% ($3.82B -> $4.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — GHISALLO CAPITAL MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2025 — GHISALLO CAPITAL MANAGEMENT LLC reported RAUM up 37% ($2.79B -> $3.82B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
September 2024 — GHISALLO CAPITAL MANAGEMENT LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2024 — GHISALLO CAPITAL MANAGEMENT LLC moved its main office from GREENWICH, CT to BOSTON, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2024 — GHISALLO CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — GHISALLO CAPITAL MANAGEMENT LLC reported RAUM up 33% ($2.10B -> $2.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — GHISALLO CAPITAL MANAGEMENT LLC grew from 13 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.