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Gallagher Capital Advisors, LLC
Gallagher Capital Advisors, LLC is a registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm primarily provides investment advisory and fiduciary consulting services. It specializes in serving institutional clients, including employee benefit plans, charitable institutions, foundations, and other fiduciary entities. The firm leverages expertise in investment allocation, manager due diligence, ERISA compliance, and fiduciary decision-making. Gallagher Capital Advisors, LLC operates as an independent entity focused exclusively on objective investment advice. The firm was founded in 2002 and is staffed with a team of senior institutional investment professionals.
Investment Strategy
Gallagher Capital Advisors, LLC operates as an independent fiduciary and investment adviser, focusing on customized investment solutions using an open investment platform with only third-party funds. The firm emphasizes objectivity and avoids conflicts of interest by not offering proprietary funds or engaging in 'pay to play' practices. Their services include investment policy statement development, asset allocation, manager due diligence and monitoring, private markets due diligence, and socially responsible investment selection. The firm's philosophy prioritizes rigorous due diligence, ERISA compliance, and the provision of unbiased advice aimed at meeting the unique needs of institutional clients such as benefit plans and charitable organizations.
Latest 13F Filing Activity
Gallagher Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 59 equity positions with a total 13F market value of $124M. The fund increased holdings in Nvidia Corporation, Vanguard World FD, Ishares TR among other positions. Gallagher Capital Advisors, LLC reduced exposure to Ishares TR, Ishares TR, Apple Inc. among others.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 9.24% | $11.4M | 100,300 | $101.53 | $110.10 | -$4.5M |
I IJH | ISHARES TR | 6.92% | $8.6M | 133,414 | $62.31 | $62.02 | -$4.0M |
N NVDA | NVIDIA CORPORATION | 5.92% | $7.3M | 41,445 | $132.95 | $157.99 | +$3.6M |
I IVV | ISHARES TR | 5.22% | $6.5M | 10,110 | $589.80 | $620.90 | +$1.1M |
M MSFT | MICROSOFT CORP | 5.11% | $6.3M | 12,328 | $421.46 | $497.41 | +$1.7M |
Industry Allocation
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