RIA Intelligence

GELLER ADVISORY GROUP, LLC

CRD #109144 SEC #801-50617 NEW YORK, NY 212-268-5700
SEC Registered
Total AUM
--
Discretionary
--
Employees
10
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 1, 2010
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BENHAM, STEPHEN, MICHAELICHIEF COMPLIANCE OFFICERNA
ERLICH, MANNYIMANAGERNA Control
ERLICH, MANNYIMANAGERNA Control
ERLICH, MANNYIMANAGERNA Control
GELLER, SHELDON, MARTINIMANAGERNA Control
GELLER, SHELDON, MARTINIMANAGERNA Control
GELLER, SHELDON, MARTINIMANAGERNA Control
PFEFFER, ALAN, RICHIEF COMPLIANCE OFFICERNA
PFEFFER, ALAN, RICHIEF COMPLIANCE OFFICERNA
PFEFFER, ALAN, RIMANAGING DIRECTORNA
PFEFFER, ALAN, RICHIEF COMPLIANCE OFFICERNA
PFEFFER, ALAN, RIMANAGING DIRECTORNA
FOCUS FINANCIAL PARTNERS, LLCDEMEMBERE Control
FOCUS FINANCIAL PARTNERS, LLCDESHAREHOLDERE Control
FOCUS FINANCIAL PARTNERS, LLCDEMEMBERE Control
FOCUS OPERATING, LLCDEMEMBERE Control
FOCUS OPERATING, LLCDEMEMBERE Control
GELLER, SHELDON, MARTINIPRESIDENT, MANAGING DIRECTORE Control
GELLER, SHELDON, MARTINIPRESIDENT, MANAGING DIRECTORE Control
GELLER, SHELDON, MARTINIPRESIDENT, MANAGING DIRECTORE Control
GELLER, SHELDON, MARTINIPRESIDENT, MANAGING DIRECTORE Control
ERLICH, MANNYIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
ERLICH, MANNYIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
ERLICH, MANNYIMANAGING DIRECTORC Control
ERLICH, MANNYIMANAGING DIRECTORC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SUMMIT PARTNERS VI (GP), L.P.DESUMMIT VENTURES VI-A, L.P.F Control
SUMMIT PARTNERS VI (GP), L.P.DESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), L.P.DESUMMIT VENTURES VI-A, L.P.F Control
SUMMIT PARTNERS VI (GP), L.P.DESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control

Registrations

Federal

IA
Sep 1, 2010 REGISTERED

Notice Filings (10)

CA CT DC FL MA MD NJ NY PA TX

Address

462 SEVENTH AVENUE
SIXTH FLOOR
NEW YORK, NY 10018-7434
United States
Phone: 212-268-5700