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GALLIARD CAPITAL MANAGEMENT
Legal name: GALLIARD CAPITAL MANAGEMENT, LLC
CRD 106487File 801-49780
APPROVED
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$80.27B
Top 10% of cohort (national)
Discretionary AUM
$79.19B
Non-discretionary $1.08B
Clients
178
264 accounts
Employees
89
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 10, 1995
- Principal office
- 800 LASALLE AVE., STE 1400, MINNEAPOLIS, MN, 55402-2054
- Phone
- 612-667-3220
- Website
- HTTPS://WWW.GALLIARD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $80.27B
- Discretionary AUM
- $79.19B
- Non-discretionary AUM
- $1.08B
- Discretionary accounts
- 260
- Non-discretionary accounts
- 4
- Total accounts
- 264
- AUM per client
- $450.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $284.8M |
| Insurance companies | Fewer than 5 | $757.0M |
| Investment companies | 2 | $602.4M |
| Charitable organizations | 15 | $3.03B |
| Pooled investment vehicles | 4 | $13.55B |
| Pension and profit sharing plans | 104 | $34.08B |
| State or municipal government entities | 47 | $26.54B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 188 | 178 | decreased by10 |
| Apr 1, 2026 | Employees | 94 | 89 | decreased by5 |
| Apr 1, 2026 | Clients | 190 | 188 | decreased by2 |
| Apr 1, 2026 | AUM | $80,355,332,268 | $80,266,203,713 | decreased by$89,128,555 |
| Apr 1, 2026 | Accounts | 267 | 264 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 79 | 94 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 210 | 190 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $92,080,456,900 | $80,355,332,268 | decreased by$11,725,124,632 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 293 | 267 | decreased by26 |
| Apr 1, 2022 | Employees | 77 | 79 | increased by2 |
| Apr 1, 2022 | Clients | 221 | 210 | decreased by11 |
| Apr 1, 2022 | AUM | $95,412,020,999 | $92,080,456,900 | decreased by$3,331,564,099 |
| Apr 1, 2022 | Accounts | 303 | 293 | decreased by10 |
| Dec 1, 2021 | Employees | 104 | 77 | decreased by27 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GALLIARD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GALLIARD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.