Dakota
Dakota
Book a Demo
Talk to an Expert

Geller

EST. AUM
$5,911,757,864

CONTACTS
8

CLIENT ACCOUNTS
797

Firm Details

Metro area New York City
CRD Number 134062
Website gellerco.com
Client types

Overview

Geller is a $6 billion multi-family office based out of New York City. Again, they are a true multi-family office structure. Geller allocates to outside managers across all asset classes. They have created their own commingled vehicles to access private investments, both through managers and direct deals. They use Dynasty but that's more for their technology rather than investment research. They remain independent on the investment research side.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy