Unclaimed Profile

David Gerald Flinn

GROSVENOR CAPITAL MANAGEMENT, L.P.·CHICAGO, Illinois

SIE, Series 7, Series 22, Series 24, Series 63CFAClean recordGROSVENOR CAPITAL MANAGEMENT, L.P.

900 NORTH MICHIGAN AVENUE, SUITE 1100, CHICAGO, IL 60611-6558CRD# 5065719Firm CRD# 108654

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Gerald Flinn · CHICAGO, IL

Registration

CRD #5065719 · GROSVENOR CAPITAL MANAGEMENT, L.P.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 24

Series 63

Registration record

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GROSVENOR CAPITAL MANAGEMENT, L.P.

CRD 108654 · SEC 801-54965

AUM

$34.6B

Regulatory assets under management

Employees

346

189 client accounts

Services offered by GROSVENOR CAPITAL MANAGEMENT, L.P.

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at GROSVENOR CAPITAL MANAGEMENT, L.P. →

Introduction

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Frequently Asked Questions

What services does David Gerald Flinn offer?

David Gerald Flinn specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are David Gerald Flinn's credentials?

David Gerald Flinn holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Gerald Flinn located?

David Gerald Flinn is based in CHICAGO, Illinois, working with GROSVENOR CAPITAL MANAGEMENT, L.P.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does David Gerald Flinn charge for services?

David Gerald Flinn's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GROSVENOR CAPITAL MANAGEMENT, L.P.?

GROSVENOR CAPITAL MANAGEMENT, L.P. has approximately 346 employees and manages $34.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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