Gfo Advisory Services, LLC

GFO Advisory Services, LLC, based in Greenwich, Connecticut, has been in business since 1999 and is registered as an investment adviser with the SEC. The firm specializes in managing a group of privately pooled investment vehicles, primarily operating as a "fund-of-funds" adviser. Their assets under management totaled $290,648,483 as of January 1, 2025. GFOAS charges management fees for its open offering, the MMP Funds, with Class B and C interests incurring a quarterly management fee. Class C interests also have a performance-based fee component. The firm discloses potential conflicts of interest related to performance-based fees and investment decisions. GFOAS' investment strategies involve a variety of asset classes and styles, aiming to achieve long-term performance while managing risk. The firm has implemented policies to mitigate conflicts of interest and ensure fair treatment of Private Funds. GFOAS has a Code of Ethics in place to guide the conduct of its Supervised Persons and emphasizes compliance with federal securities laws. The firm has custody of the assets in the Private Funds, with Truist Bank serving as an affiliated qualified custodian. GFOAS has discretionary authority over managing accounts and may vote proxies on behalf of clients. The firm has not faced any bankruptcy proceedings or financial impairments that would affect its ability to meet commitments. For more detailed financial information or disclosures, investors can contact GFO Advisory Services directly.