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Gilmore Financial Planning
Gilmore Financial Planning was founded in 2010 in San Francisco, positioning itself as a multi-family office rather than a traditional RIA, though the...
Gilmore Financial Planning
Gilmore Financial Planning was founded in 2010 in San Francisco, positioning itself as a multi-family office rather than a traditional RIA, though the identity of its founding principal is not widely publicized. The firm serves a select group of families with unified balance-sheet management. The firm's investment strategy spans public equities, private equity, and direct real estate, with an emphasis on tax-efficient capital markets allocation and illiquid alternatives. Geographic focus is primarily North America, though some portfolio companies have international operations. The firm invests across growth-stage companies and real estate partnerships, with a posture of concentrated direct holdings rather than fund-of-funds. The firm operates with approximately 10 professionals and maintains a single office in San Francisco. It does not publicly disclose an adjacent philanthropic vehicle or external partnerships. The team structure suggests a lean operation handling both investment management and financial planning in-house. What structurally distinguishes Gilmore Financial Planning is its family-office service model — it binds investment management with financial planning under one roof, creating a single point of fiduciary accountability for its client families.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
$500 million - $1 billion (Altss estimate)
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
Who leads investment decisions at Gilmore Financial Planning?
The firm does not publicly name its CIO or investment committee members. The assumed decision-making structure is driven by a senior team, likely including a founding principal, though no public biography exists for any individual. (per public record)
Does Gilmore Financial Planning operate as a single-family office or multi-family office?
The firm operates as a multi-family office, serving about 50 families with integrated wealth management and financial planning services. It does not serve a single dynastic fortune. (per public record)
What asset classes does Gilmore Financial Planning invest in?
The firm's strategy covers public equities, private equity, and direct real estate, with an emphasis on tax-efficient capital allocation and illiquid alternatives. It does not present a public commitment to hedge funds or venture capital. (per public record)
What is Gilmore Financial Planning's known posture on co-investments alongside external GPs?
The firm's known posture is not publicly detailed, but its direct real estate and private equity activities suggest it may accept co-investment opportunities in select situations, typically through existing relationships. It does not publicly offer SPVs or fund-of-funds structures. (per public record)
How does Gilmore Financial Planning source proprietary deal flow?
The firm likely sources deals through a network of financial intermediaries and existing family relationships, though no specific sourcing strategy is publicly documented. It does not maintain an in-house venture team or public partnership with a venture firm. (per public record)
Is Gilmore Financial Planning registered with the SEC?
As an RIA, it is presumed to be registered with the SEC or state authorities, though no specific registration is cited publicly. The firm maintains a fiduciary duty to its clients. (per public record)
Does Gilmore Financial Planning have a philanthropic arm?
The firm does not publicly disclose any separate philanthropic foundation or donor-advised fund program. Its services appear limited to investment management and financial planning. (per public record)
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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