Gaelin LLC

Gaelin LLC provides portfolio management and investment advisory services principally to high‑net‑worth individuals and entities that qualify as Accredited Investors, Qualified Clients, or Qualified Purchasers. The firm recommends and facilitates investments across public market products (mutual funds, ETFs, equities, fixed income and REITs) and private market offerings, and documents client objectives in an Investment Policy Statement.

The firm’s investment approach blends public‑market methods (charting, fundamental, technical, quantitative analysis, and modern portfolio theory) with curated access to third‑party managed private market strategies such as private credit, private equity, venture capital, infrastructure and real estate. Gaelin operates on a non‑discretionary basis, creates tailored IPSs, and states that it generally reviews client holdings only upon client request rather than through routine proactive monitoring.

Notable distinctions for this small, single‑advisor practice include a very limited client roster and assets under management (fewer than a handful of clients and under $1 million in non‑discretionary AUM) and an explicit focus on accredited/qualified investor clients rather than mass‑market individual clients. The firm uses a regional bank custodian for custody services, discloses potential receipt of research or other services from custodians, does not aggregate block trades, and does not participate in wrap fee programs.