# Gillson Capital

> Gillson Capital is an SEC-registered investment advisory firm in Chicago, IL, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 284079
- Filed as: GILLSON CAPITAL
- Legal name: Gillson Capital LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284079
- AdvisorCensus page: https://advisorcensus.com/firm/gillson-capital-chicago-il-284079

## Quick answers

**How is Gillson Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Gillson Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Gillson Capital located?**
Gillson Capital's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Gillson Capital registered with the SEC or a state?**
Gillson Capital is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284079.

**How much does Gillson Capital manage?**
Gillson Capital reports $2,074,004,335 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Gillson Capital's assets and staff changed since 2021?**
In the Form ADV data for Gillson Capital: Regulatory assets under management: $1,638,200,000 in the October 2021 data and $2,074,004,335 in the October 2026 data, up 27%. Total employees: 14 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gillson Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Gillson Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284079

**Does Gillson Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Minimum contributions for investment are generally $5 million, although commitments of less than $5 million have also been accepted at the sole and absolute discretion of Gillson Capital."

**What changed in Gillson Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $1,660,928,951 to $2,074,004,335 (+25%). Added an office in Stamford, CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Minimum contributions for investment are generally $5 million, although commitments of less than $5 million have also been accepted at the sole and absolute discretion of Gillson Capital.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,074,004,335
- Discretionary: $2,074,004,335
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $2,074,004,335 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 16 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Stamford, CT

### Websites listed on Form ADV (Item 1.I)
- gillsoncapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,638,200,000 | 14 | March 2, 2021 |
| October 2022 | $2,868,500,000 | 17 | March 31, 2022 |
| October 2023 | $2,860,700,000 | 17 | March 27, 2023 |
| October 2024 | $1,668,708,323 | 14 | March 28, 2024 |
| October 2025 | $1,660,928,951 | 15 | March 24, 2025 |
| October 2026 | $2,074,004,335 | 16 | March 27, 2026 |

Regulatory assets under management: $1,638,200,000 in the October 2021 data and $2,074,004,335 in the October 2026 data, up 27%.
Total employees: 14 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $1,660,928,951 to $2,074,004,335 (+25%).
- Added an office in Stamford, CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gillson Capital (CRD 284079): Form ADV filing data as of October 2026.