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Gilbert Financial
Gilbert Financial, LLC is an SEC-registered investment adviser in Honeoye Falls, NY, registered since 2013. The firm manages $110 million in assets, $90...
Overview
Gilbert Financial, LLC is an SEC-registered investment adviser in Honeoye Falls, NY, registered since 2013. The firm manages $110 million in assets, $90 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Dan Gilbert
Founder and Principal
Sector focus
Frequently asked questions
How does Gilbert Financial source proprietary deal flow?
Deal flow originates primarily through Gilbert's network in Detroit, Cleveland, and the broader Midwest, augmented by relationships built through Rocket Companies' alumni and the venture ecosystem in fintech and insurtech. The office's status as Detroit's largest private landlord and Rock Ventures' co-location with portfolio companies creates embedded information advantages in proptech, mortgage tech, and urban logistics. Gilbert also participates in select co-investment circles and direct SPVs alongside other family offices, though these relationships are rarely disclosed.
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