Glenwood Capital Investment, LLC. (Chicago)

Glenwood Capital Investment, LLC. is a large advisory firm based in Chicago. It manages $2.17 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001.

Glenwood Capital Investment provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Glenwood Capital Investment: assets under management

The assets under management (AUM) of Glenwood Capital Investment, LLC. is $2.17 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $654.66 million in discretionary accounts and $1.51 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.93 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $151.47 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glenwood Capital Investment, LLC. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Glenwood Capital Investment, LLC.

Frank Carter Meyer has been acting as President since 1 Jul 1998. E D & F Man Investment Products Holdings Inc. joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frank Carter Meyer	Chairman	1 Jul 1998	Other	1231392
Ross Steven Laser	President	1 Jul 1998	Other	2353109
Christophe Brown	Vice president	1 Jul 1998	Other	1859198
Alicia Derrah	Cfo	1 Jul 1998	Other	2408556
Man Glenwood Inc.	Sole member	1 Sep 2000	75% - 100%	06-1594197

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Man Group Plc	Shareholder	1 Nov 1994	75% - 100%	foreign entity
E D & F Man Investments Bv	Shareholder	1 Mar 1999	75% - 100%	foreign entity
Factornew Limited	Shareholder	1 Feb 2000	75% - 100%	foreign entity
E D & F Man Cocoa Investments Limited	Shareholder	1 Feb 2000	75% - 100%	foreign entity
Man Group Holdings Limited	Shareholder	1 Feb 2000	75% - 100%	foreign entity
Man Group Usa Inc.	Shareholder	1 Jun 2000	75% - 100%	13-1962847
E D & F Man Investment Products Holdings Inc.	Shareholder	1 Oct 2000	75% - 100%	13-4049528

Based in Chicago

The principal office where Glenwood Capital Investment, LLC. performs its advisory services is located at 225 West Washington Street Suite 2150, Chicago, IL 60606, 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 312-443-8400 or by fax 312-368-1078. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.