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Glean Financial
GLEAN FINANCIAL, INC. is a state-registered investment adviser in CHATTANOOGA, TN. The firm manages $20 million in regulatory assets, $19 million on a...
Overview
GLEAN FINANCIAL, INC. is a state-registered investment adviser in CHATTANOOGA, TN. The firm manages $20 million in regulatory assets, $19 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Chattanooga
Corporate office
New York, NY, United States
Frequently asked questions
What investment strategy does Glean Financial follow?
Filings suggest a concentrated, direct-investment approach across public equities, private credit, and real estate. The office avoids the fund-of-funds model and shows no appetite for venture capital, growth equity, or blind-pool commitments. The strategy reads as capital preservation with selective opportunistic deployment, though without access to the portfolio itself, that characterization remains inferential.
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