# Glean Financial

Glean Financial is a RIA based in Chattanooga, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Chattanooga, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 328986
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328986

## About

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.

## 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.

## Related profiles

- [Atlas Square Partners](https://altss.com/profile/atlas-square-partnershk-limited)

---

Last updated: 2026-07-06T01:24:17.314Z

Canonical page: https://altss.com/profile/glean-financial-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology