GELLER ADVISORS LLC
CRD #134062 SEC #801-64033 NEW YORK, NY (888) 462-3033
SEC Registered Private Funds
Total AUM
$5.9B
Discretionary
$5.9B
Employees
49
Clients
51
Accounts
797
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $5.9B | $5.9B | $21.1M | 49 | 5 |
| Oct 2024 | $5.9B | $5.9B | $21.1M | 49 | 5 |
| Sep 2024 | $5.9B | $5.9B | $21.1M | 49 | 5 |
| Aug 2024 | $5.9B | $5.9B | $21.1M | 49 | 5 |
| Aug 2024 | $5.9B | $5.9B | $21.1M | 49 | 5 |
| Jul 2024 | $5.9B | $5.9B | $21.1M | 49 | 5 |
| Jul 2024 | $5.9B | $5.9B | $21.1M | 49 | 5 |
| Mar 2024 | $5.9B | $5.9B | $21.1M | 49 | 5 |
| Dec 2023 | $5B | $4.9B | $113M | 81 | 20 |
| Jul 2023 | $5B | $4.9B | $113M | 81 | 20 |
| Jun 2023 | $5B | $4.9B | $113M | 81 | 20 |
| Apr 2023 | $5B | $4.9B | $113M | 81 | 20 |
| Mar 2023 | $5B | $4.9B | $113M | 81 | 20 |
| Oct 2022 | $4.8B | $4.8B | $19.9M | 167 | 8 |
| Sep 2022 | $4.8B | $4.8B | $19.9M | 167 | 8 |
| Jul 2022 | $4.8B | $4.8B | $19.9M | 167 | 8 |
| May 2022 | $4.8B | $4.8B | $19.9M | 167 | 8 |
| Apr 2022 | $4.8B | $4.8B | $19.9M | 167 | 8 |
| Mar 2022 | $4.8B | $4.8B | $19.9M | 167 | 8 |
| Jan 2022 | $4.6B | $4.6B | $27.8M | 168 | 5 |
| Nov 2021 | $4.6B | $4.6B | $27.8M | 168 | 5 |
| Aug 2021 | $4.6B | $4.6B | $27.8M | 168 | 5 |
| May 2021 | $4.6B | $4.6B | $27.8M | 168 | 5 |
| Mar 2021 | $4.6B | $4.6B | $27.8M | 168 | 5 |
| Jan 2021 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Jan 2021 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Oct 2020 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Sep 2020 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Jun 2020 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Jun 2020 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Jun 2020 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Mar 2020 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Mar 2020 | $3.6B | $3.5B | $31.8M | 168 | 2 |
| Nov 2019 | $3.1B | $3.1B | $29.4M | 121 | 4 |
| Nov 2019 | $3.1B | $3.1B | $29.4M | 121 | 4 |
| Aug 2019 | $3.1B | $3.1B | $29.4M | 121 | 4 |
| Jul 2019 | $3.1B | $3.1B | $29.4M | 121 | 4 |
| May 2019 | $3.1B | $3.1B | $29.4M | 121 | 4 |
| Mar 2019 | $3.1B | $3.1B | $29.4M | 121 | 4 |
| Sep 2018 | $3.4B | $3.4B | $32.1M | 110 | 0 |
| Aug 2018 | $3.4B | $3.4B | $32.1M | 110 | 0 |
| Mar 2018 | $2.8B | $2.8B | $31.7M | 104 | 0 |
| Mar 2018 | $2.8B | $2.8B | $31.7M | 104 | 0 |
| Mar 2017 | $2.5B | $2.5B | $0 | 85 | 26 |
| Mar 2016 | $2.3B | $2.3B | $0 | 78 | 26 |
| Jan 2016 | $2.3B | $2.3B | $0 | 79 | 26 |
| Jul 2015 | $2.3B | $2.3B | $0 | 79 | 26 |
| Apr 2015 | $2.3B | $2.3B | $0 | 79 | 26 |
| Jun 2014 | $2.2B | $1.4B | $783.2M | 63 | 26 |
| Mar 2014 | $2.2B | $1.4B | $783.2M | 63 | 26 |
| May 2013 | $1.6B | $1.2B | $449.9M | 43 | 26 |
| Jan 2013 | $1.6B | $1.2B | $368.7M | 43 | 26 |
| Oct 2012 | $1.1B | $764M | $302.9M | 11 | 26 |
| Aug 2012 | $1.1B | $764M | $302.9M | 11 | 26 |
| Aug 2012 | $1.1B | $764M | $302.9M | 11 | 26 |
| Apr 2012 | $1.1B | $764M | $302.9M | 11 | 26 |
| Apr 2012 | $1.1B | $764M | $302.9M | 11 | 26 |
| Mar 2012 | $1.1B | $764M | $302.9M | 11 | 26 |
| Mar 2012 | $1.1B | $764M | $302.9M | 11 | 26 |
| May 2011 | $1.2B | $904.3M | $267.7M | -- | -- |
| Apr 2011 | $1.2B | $904.3M | $267.7M | -- | -- |
| Apr 2011 | $1.2B | $904.3M | $267.7M | -- | -- |
| Apr 2010 | $2.1B | $1.7B | $353.1M | -- | -- |
| Mar 2010 | $2.1B | $1.7B | $353.1M | -- | -- |
| Mar 2009 | $4.1B | $3.8B | $389.8M | -- | -- |
| Mar 2008 | $6.6B | $5.3B | $1.3B | -- | -- |
| Mar 2007 | $3.3B | $2.9B | $360.5M | -- | -- |
| Mar 2006 | $888.3M | $888.3M | $0 | -- | -- |
| Nov 2005 | $1.2B | $1.2B | $0 | -- | -- |
| Sep 2005 | $1.2B | $1.2B | $0 | -- | -- |
DateJan 2025
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$21.1M
Employees49
Clients5
DateOct 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$21.1M
Employees49
Clients5
DateSep 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$21.1M
Employees49
Clients5
DateAug 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$21.1M
Employees49
Clients5
DateAug 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$21.1M
Employees49
Clients5
DateJul 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$21.1M
Employees49
Clients5
DateJul 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$21.1M
Employees49
Clients5
DateMar 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$21.1M
Employees49
Clients5
DateDec 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$113M
Employees81
Clients20
DateJul 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$113M
Employees81
Clients20
DateJun 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$113M
Employees81
Clients20
DateApr 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$113M
Employees81
Clients20
DateMar 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$113M
Employees81
Clients20
DateOct 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$19.9M
Employees167
Clients8
DateSep 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$19.9M
Employees167
Clients8
DateJul 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$19.9M
Employees167
Clients8
DateMay 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$19.9M
Employees167
Clients8
DateApr 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$19.9M
Employees167
Clients8
DateMar 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$19.9M
Employees167
Clients8
DateJan 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$27.8M
Employees168
Clients5
DateNov 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$27.8M
Employees168
Clients5
DateAug 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$27.8M
Employees168
Clients5
DateMay 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$27.8M
Employees168
Clients5
DateMar 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$27.8M
Employees168
Clients5
DateJan 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateJan 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateOct 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateSep 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateJun 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateJun 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateJun 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateMar 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateMar 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$31.8M
Employees168
Clients2
DateNov 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$29.4M
Employees121
Clients4
DateNov 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$29.4M
Employees121
Clients4
DateAug 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$29.4M
Employees121
Clients4
DateJul 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$29.4M
Employees121
Clients4
DateMay 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$29.4M
Employees121
Clients4
DateMar 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$29.4M
Employees121
Clients4
DateSep 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$32.1M
Employees110
Clients0
DateAug 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$32.1M
Employees110
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.7M
Employees104
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.7M
Employees104
Clients0
DateMar 2017
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees85
Clients26
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees78
Clients26
DateJan 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees79
Clients26
DateJul 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees79
Clients26
DateApr 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees79
Clients26
DateJun 2014
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$783.2M
Employees63
Clients26
DateMar 2014
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$783.2M
Employees63
Clients26
DateMay 2013
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$449.9M
Employees43
Clients26
DateJan 2013
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$368.7M
Employees43
Clients26
DateOct 2012
Total AUM$1.1B
Discretionary$764M
Non-Disc.$302.9M
Employees11
Clients26
DateAug 2012
Total AUM$1.1B
Discretionary$764M
Non-Disc.$302.9M
Employees11
Clients26
DateAug 2012
Total AUM$1.1B
Discretionary$764M
Non-Disc.$302.9M
Employees11
Clients26
DateApr 2012
Total AUM$1.1B
Discretionary$764M
Non-Disc.$302.9M
Employees11
Clients26
DateApr 2012
Total AUM$1.1B
Discretionary$764M
Non-Disc.$302.9M
Employees11
Clients26
DateMar 2012
Total AUM$1.1B
Discretionary$764M
Non-Disc.$302.9M
Employees11
Clients26
DateMar 2012
Total AUM$1.1B
Discretionary$764M
Non-Disc.$302.9M
Employees11
Clients26
DateMay 2011
Total AUM$1.2B
Discretionary$904.3M
Non-Disc.$267.7M
Employees--
Clients--
DateApr 2011
Total AUM$1.2B
Discretionary$904.3M
Non-Disc.$267.7M
Employees--
Clients--
DateApr 2011
Total AUM$1.2B
Discretionary$904.3M
Non-Disc.$267.7M
Employees--
Clients--
DateApr 2010
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$353.1M
Employees--
Clients--
DateMar 2010
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$353.1M
Employees--
Clients--
DateMar 2009
Total AUM$4.1B
Discretionary$3.8B
Non-Disc.$389.8M
Employees--
Clients--
DateMar 2008
Total AUM$6.6B
Discretionary$5.3B
Non-Disc.$1.3B
Employees--
Clients--
DateMar 2007
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$360.5M
Employees--
Clients--
DateMar 2006
Total AUM$888.3M
Discretionary$888.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--