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GULLANE CAPITAL, LLC

CRD 313464File 801-121629
APPROVED
Custody
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$145.3M
Bottom 25% of cohort (national)
Discretionary AUM
$145.3M
Clients
13
13 accounts
Employees
2
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jul 1, 2021
Principal office
4530 ST. JOHNS AVENUE, SUITE 15 UNIT 332, JACKSONVILLE, FL, 32210-3356
Phone
901-766-1969

Assets & accounts

ADV Item 5F
Total regulatory AUM
$145.3M
Discretionary AUM
$145.3M
Non-discretionary AUM
$0
Discretionary accounts
13
Non-discretionary accounts
0
Total accounts
13
AUM per client
$11.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles13$145.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • 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
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees32decreased by1
Apr 1, 2026Clients2413decreased by11
Apr 1, 2026AUM$250,876,021$145,311,042decreased by$105,564,979
Apr 1, 2026Accounts2413decreased by11
Mar 1, 2026AUM$320,941,185$250,876,021decreased by$70,065,164
May 1, 2025
vs Oct 1, 2022
Employees63decreased by3
May 1, 2025
vs Oct 1, 2022
Clients2024increased by4
May 1, 2025
vs Oct 1, 2022
AUM$396,635,871$320,941,185decreased by$75,694,686
May 1, 2025
vs Oct 1, 2022
Accounts2024increased by4
Oct 1, 2022Clients1620increased by4
Oct 1, 2022AUM$345,045,871$396,635,871increased by$51,590,000
Oct 1, 2022Accounts1620increased by4
Apr 1, 2022Employees56increased by1
Apr 1, 2022Clients1116increased by5
Apr 1, 2022AUM$415,603,892$345,045,871decreased by$70,558,021

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GULLANE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GULLANE 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.