Gannett Welsh & Kotler, LLC (Boston)

Name: Gannett Welsh & Kotler, LLC
Address: 222 Berkeley Street, Boston, MA, 02116
Telephone: 617-236-8900

Gannett Welsh & Kotler, LLC is a large advisory firm based in Boston. It manages $22.82 billion of regulatory assets for 25,585 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Gannett Welsh & Kotler provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

Gannett Welsh & Kotler: assets under management

The assets under management (AUM) of Gannett Welsh & Kotler, LLC is $22.82 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 361% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.82 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $892.06 thousand each.

Gannett Welsh & Kotler has custody of $2.19 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gannett Welsh & Kotler, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gannett Welsh & Kotler, LLC

Lawrence Simon has been acting as President since 1 Oct 2006. Llc Amg Gwk Holdings joined the executive team most recently as the Manager And Series A Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Benjamin Hamlen Gannett	Executive vice president/treasurer	1 Jan 1974	Other	2499440
Harold Gilbert Kotler	Chief executive officer	1 Mar 1975	Other	2489701
Edward Banker White	First senior vice president	1 Feb 1989	Other	464962
Nancy Gruber Angell	Senior vice president	1 Jan 1991	Other	2489699
The Bank Of New York	Direct owner	1 Apr 2002	75% - 100%	13-5160382
Newton P S Merrill	Chairman of the board of managers	1 Apr 2002	Other	2954228
Kevin John Bannon	Manager	1 Apr 2002	Other	4355508
Kevin Arthur Connolly	Manager	1 Apr 2002	Other	1398969
Iii Thomas Williams Roberts	Senior vice president	1 Apr 2002	Other	4929625
Steven Pisarkiewicz	Executive vice president	1 Jun 2003	Other	2018431
Iii Thomas Williams Roberts	Co-president & chief compliance officer	1 Oct 2006	Other	4929625
Thomas F X Powers	Co-president	1 Oct 2006	Other	1889039
Lawrence Simon	Director	1 Oct 2006	Other	4355480
Margo Lynn Cook	Director	1 Oct 2006	Other	4719274
James J Barrett	Director	1 Oct 2006	Other	3185744
Inc. Affiliated Managers Group	Direct owner	1 Sep 2008	75% - 100%	04-3218510
Llc Amg Boston Holdings	Manager	1 Oct 2008	50% - 75%	04-3218510

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Bank Of New York Company	Holding company	1 Apr 2002	75% - 100%	13-2614959
The Bank Of New York Mellon Corporation	Holding company	1 Apr 2002	75% - 100%	13-2614959
Inc. Affiliated Managers Group	Shareholder	1 Oct 2008	75% - 100%	04-3218510
Inc. Affiliated Managers Group	Manager and sole member	1 Jun 2014	75% - 100%	04-3218510
Llc Amg Gwk Holdings	Manager and series a member	1 Sep 2014	75% - 100%	47-1123048

Based in Boston

The principal office where Gannett Welsh & Kotler, LLC performs its advisory services is located at 222 Berkeley Street, Boston, MA 02116, 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 617-236-8900 or by fax 617-236-1815. The normal business hours are 8:30am to 5:oopm on Monday - Friday. You can find more information about the New York firm at gwkinvest.com.