{ "crd_number": 133792, "slug": "glouston-capital-partners-llc-boston-ma-133792", "primary_business_name": "GLOUSTON CAPITAL PARTNERS, LLC", "legal_name": "GLOUSTON CAPITAL PARTNERS, LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2005-02-04", "years_registered": 21, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 1897798215.0, "raum_discretionary": 1897798215.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 19, "advisory_employees": 12, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1897798215.0, "count": 22 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA" ], "websites": [ "https://glouston.com", "https://linkedin.com/company/84083" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133792", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/glouston-capital-partners-llc-boston-ma-133792", "display_name": "Glouston Capital Partners, LLC", "summary": "Glouston Capital Partners, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Glouston Capital Partners, LLC (CRD 133792): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Glouston Capital Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Glouston Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Glouston Capital Partners, LLC located?", "a": "Glouston Capital Partners, LLC's principal office is in Boston, MA, according to its Form ADV." }, { "q": "Is Glouston Capital Partners, LLC registered with the SEC or a state?", "a": "Glouston Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 133792." }, { "q": "How much does Glouston Capital Partners, LLC manage?", "a": "Glouston Capital Partners, LLC reports $1,897,798,215 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Glouston Capital Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Glouston Capital Partners, LLC: Regulatory assets under management: $1,658,058,832 in the October 2021 data and $1,897,798,215 in the October 2026 data, up 14%. Total employees: 21 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Glouston Capital Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22)." }, { "q": "Does Glouston Capital Partners, LLC report any disciplinary disclosures?", "a": "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/133792" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1658058832.0, "total_employees": 21, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1814390675.0, "total_employees": 19, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1933021855.0, "total_employees": 19, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1900869348.0, "total_employees": 21, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1982074402.0, "total_employees": 21, "filing_date": "2025-03-18" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1897798215.0, "total_employees": 19, "filing_date": "2026-03-31" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/glouston-capital-partners-llc-boston-ma-133792.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 22, "fewer_than_5": false, "raum": 1897798215.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133792", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }