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Galliott Capital Advisors, LLC

Updated today

Client assets under management

$115,047,921

Clients

72

71% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

18

Very Low

Average account size

$1,597,888

About

Galliott Capital Advisors is a family-office and investment advisory boutique that serves high‑ and ultra‑high‑net‑worth individuals, families, certain businesses, institutional clients and retirement plan sponsors. The firm provides asset and portfolio management, financial planning and consulting, multi‑family office (MFO) services, retirement‑plan and institutional consulting, and acts as adviser and sponsor to pooled private investment vehicles.

The firm tailors portfolios using individual equities, fixed income, ETFs, options and alternative investments, and conducts due diligence and ongoing oversight of third‑party managers and illiquid private placements as part of its comprehensive MFO offerings. Galliott Capital discloses that it may employ derivatives and borrowing (margin) in separately managed accounts and that it manages affiliated private funds for which it receives performance‑based compensation, including carried interest and subscription fees.

Noteworthy distinctions include a material non‑U.S. client base and reported relationships with insurance‑company clients, along with its adviser/sponsor role for Cayman and Delaware private investment vehicles and portfolio management of pooled vehicles — arrangements that the firm identifies as presenting additional conflicts and operational considerations. The brochure also discloses past regulatory actions involving a firm principal and notes employee participation in the same strategies as clients (often on reduced or waived fees), items prospective clients may consider when assessing governance and conflicts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Institutional consulting

Expertise

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Business ownership considerations

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees for financial planning and consulting services, not exceeding $250,000

Project-based

Hourly fees charged for financial planning and consulting services

Performance-based

Performance-based fees in the form of carried interest charged only to GCAP Funds managed by the firm

Subscriptions

Subscription fees amounting to 1% of the subscription amount charged to investors in some GCAP Funds

Other

Minimum fee: Minimum fee of $25,000 for Multi-Family Office service Fee-only: Flat fees for financial planning and consulting up to $250,000, hourly fees also charged

Main office location

Galliott Capital Advisors, LLC

9401 Wilshire Blvd., Ste 705

Beverly Hills CA 90212, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Antoine S

Series 63, Series 65

Beverly Hills, CA

Galliott Capital Advisors, LLC

Antoine Souma is a financial advisor at Galliott Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and JPMorgan Chase. Outside of his advisory role, he serves as a board member of the Lebanese American Foundation and acts as treasurer and resource facilitator for the Los Angeles Sheriff’s Department. Galliott Capital is a family office and investment advisory boutique serving high- and ultra-high-net-worth clients, as well as institutional investors. The firm offers discretionary asset management, financial planning, and multi-family office services, employing a range of investment strategies and third-party sub-advisors to construct tailored portfolios.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Business ownership considerations Founder/Business Owner Executive
user avatar

Azelia B

Series 66

Beverly Hills, CA

Galliott Capital Advisors, LLC

Azelia Betancourt is a financial advisor at Galliott Capital Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and J.P. Morgan. Betancourt is also affiliated with Insigneo Advisory Services, where she spends part of her time on portfolio creation and asset allocation. Galliott Capital Advisors is a family office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and private investment vehicles. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, and multi-family office services, constructing tailored portfolios using a wide range of instruments and third-party sub-advisors when appropriate.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Business ownership considerations Founder/Business Owner Executive
user avatar

Ahsoo A

Series 66

Beverly Hills, CA

Galliott Capital Advisors, LLC

Ahsoo Ahn is a financial advisor at Galliott Capital Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, J.P. Morgan Securities, and Insigneo Advisory Services. Galliott Capital Advisors is a family office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, and institutional clients. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, and multi-family office services, constructing tailored portfolios using a broad range of instruments and employing third-party sub-advisors when appropriate.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Business ownership considerations Founder/Business Owner Executive
user avatar

Zenia D

Series 66

Beverly Hills, CA

Galliott Capital Advisors, LLC

Zenia Delgado is a financial advisor at Galliott Capital Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley & Co. and J.P. Morgan Securities Inc. before joining Galliott Capital Advisors. Galliott Capital Advisors is a family office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and private investment vehicles. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, and multi-family office services, constructing tailored portfolios using fundamental and technical analysis across a broad range of instruments.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Business ownership considerations Founder/Business Owner Executive
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