Gallatin Loan Management, LLC (San Juan)

Name: Gallatin Loan Management, LLC
Address: El Caribe Office Building, San Juan, PR, 00901
Telephone: 787-334-1445

Gallatin Loan Management, LLC is a large advisory firm based in San Juan. It manages $601.69 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Puerto Rico.

Gallatin Loan Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gallatin Loan Management: assets under management

The assets under management (AUM) of Gallatin Loan Management, LLC is $601.69 million, all of which is managed in discretionary accounts. $601.69 million of the total AUM is attributable to clients outside of the United States.

The firm manages $601.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $601.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gallatin Loan Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wesley Hastie Williams serves?

The only and largest group of clients of Wesley Hastie Williams is pooled investment vehicles with 1 clients and $601.69 million of assets under management. Among the 10 most similar advisory firms, Gallatin Loan Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $601.69 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Gallatin Loan Management doesn't advise any private funds.

Careers at Gallatin Loan Management, LLC

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Gallatin Loan Management, LLC is owned by Gary Ludwig Uhliar. Wesley Hastie Williams has been acting as President since 1 Jul 2017. Jeffrey Robert Byrne joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard M Gordon	Chief compliance officer	1 Jul 2017	Other	6054702
Wesley Hastie Williams	Director	1 Jul 2017	Other	3271586
Jeffrey Robert Byrne	Director	1 Jul 2017	Other	4006757
Justin Lawrence Driscoll	Chief executive officer	1 Jul 2017	Other	2314830
Gary Ludwig Uhliar	Owner	1 Jul 2017	75% - 100%	4422525
Justin Lawrence Driscoll	Manager and chief executive officer	1 Sep 2017	Other	2314830
Jeffrey Robert Byrne	Manager	1 Sep 2017	25% - 50%	4006757
Wesley Hastie Williams	Manager and coo	1 Sep 2017	25% - 50%	3271586

Based in San Juan

The principal office where Gallatin Loan Management, LLC performs its advisory services is located at El Caribe Office Building, San Juan, PR 00901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 787-334-1445 or by fax NA. The normal business hours are 9am - 5 pm on Monday - Friday. You can find more information about the New York firm at gallatinfunds.com.