Gso Capital Advisors LLC (New York)


Gso Capital Advisors LLC is a large advisory firm based in New York. It manages $11.32 billion of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2009.

Gso Capital Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gso Capital Advisors: assets under management

The assets under management (AUM) of Gso Capital Advisors LLC is $11.32 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3053% since the beginning of its operation, and $6.54 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $11.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $404.28 million each.

Investments

The firm invests in other assets the most. They account for 65% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 22% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gso Capital Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hamilton Evans James serves?

The firm provides services to insurance companies, pooled investment vehicles, banking or thrift institutions, and pension and profit sharing plans. The largest group of clients of Hamilton Evans James is banking or thrift institutions with 8 clients and $4.29 billion of assets under management. Among the 7 most similar advisory firms, Gso Capital Advisors has the highest percentage of banking or thrift institutions out of all clients.

The amount of regulatory assets under management is $9.87 billion for 21 clients. 46% of the firm’s clients are foreign persons or businesses.

Gso Capital Advisors also advises several private funds. Namely, one hedge fund.

Careers at Gso Capital Advisors LLC

The company employs 323 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Hamilton Evans James has been acting as President since 1 Nov 2009. Blackstone Holdings Iv Gp L.P. joined the executive team most recently as the Limited Partner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Daniel Harlan Smith Head of customized credit strategies 1 Jul 2007 Other 1714463
George I (Mi Only) Fan Chief operating officer 1 Nov 2009 Other 2952591
Gso Capital Partners Lp Managing member 1 Nov 2009 75% - 100% 137519
Bennett Jay Goodman Founder 1 Nov 2009 Other 1155069
J Albert Smith Founder 1 Nov 2009 Other 1725193
Douglas Irving Ostrover Founder 1 Nov 2009 Other 1292770
Eric Rosenberg Chief financial officer 1 Nov 2009 Other 4718734
Stephen Allen Schwarzman Chairman and ceo 1 Nov 2009 Other 861435
Hamilton Evans James President 1 Nov 2009 Other 821911
Luzile Anne Francisco Manigbas Chief financial officer of gso capital partners lp 1 Nov 2009 Other 4179823
Matthew William Quigley Chief operating officer of gso capital partners lp 1 Nov 2009 Other 717227
Marisa Janel Beeney Chief compliance officer / chief legal officer 1 Feb 2010 Other 5764686
Gso Capital Advisors Llc Managing member of gso capital advisors ii llc 1 Nov 2012 75% - 100% 152294
Thomas Lawrence Iannarone Chief operating officer of gso / blackstone debt funds management llc 1 Jan 2013 Other 6175273
Doris Nmn Lee Silvestri Chief financial officer 1 Mar 2016 Other 6642541
Doris Lee Silvestri Chief financial officer 1 Mar 2016 Other 6642541
Donald Dwight Scott President 1 Jun 2017 Other 2257157
Susan Elizabeth Burkhardt Chief compliance officer 1 Oct 2018 Other 6013503
Paul Mark Kelly Chief operating officer 1 Jan 2019 Other 2467161
Kevin Michael Kresge Head of finance 1 Mar 2019 Other 4909396

Indirect Owners

The SEC currently registers 30 indirect owners.

Name Entity Date acquired Ownership Employer ID
Gso Capital Partners Lp Managing member 1 Sep 2005 75% - 100% 137519
Blackstone Holdings Iii Gp Limited Partner L.L.C. Limited partner 1 Jun 2007 75% - 100% 26-0269539
Blackstone Holdings Iii Gp Management L.L.C. General partner 1 Jun 2007 75% - 100% 26-0269478
Blackstone Holdings Iii L.P. Shareholder 1 Jun 2007 25% - 50% 26-0450202
The Blackstone Group L.P. Sole member 1 Jun 2007 75% - 100% 20-8875684
Blackstone Holdings Iii Gp L.P. General partner 1 Jun 2007 25% - 50% 26-0288893
Blackstone Holdings Iv L.P. Shareholder 1 Jun 2007 50% - 75% 26-0450259
Blackstone Holdings Iv Gp L.P. General partner 1 Jun 2007 50% - 75% 26-0450123
Blackstone Holdings I/Ii Gp Inc. General partner 1 Jun 2007 25% - 50% 26-0238303
Blackstone Holdings Iv Gp Limited Partner L.L.C. Limited partner 1 Jun 2007 75% - 100% 26-0269715
Blackstone Holdings Iv Gp Management L.L.C. Sole member 1 Jun 2007 75% - 100% 26-0269616
Blackstone Holdings Iv Gp Management (Delaware) L.P. General partner 1 Jun 2007 Other 26-0289161
The Blackstone Group Inc. Sole member 1 Jun 2007 75% - 100% 20-8875684
Blackstone Holdings I/Ii Gp L.L.C. General partner 1 Jun 2007 50% - 75% 26-0238303
Blackstone Holdings Ii L.P. Managing member 1 Feb 2008 Other 26-0450123
Gso Holdings I L.L.C. Limited partner 1 Mar 2008 50% - 75% 26-2945877
Blackstone Holdings I L.P. Managing member 1 Jan 2009 75% - 100% 26-0288589
Blackstone Holdings Iii L.P. Shareholder 1 Nov 2009 75% - 100% 26-0450202
Gso Advisor Holdings L.L.C. General partner 1 Nov 2009 Other 26-2321386
Gso Holdings I L.L.C. Limited partner 1 Nov 2009 75% - 100% 26-2945877
Blackstone Holdings I L.P. Managing member 1 Nov 2009 75% - 100% 26-0288589
Blackstone Holdings I/Ii Gp Inc. General partner 1 Nov 2009 Other 26-0238303
The Blackstone Group L.P. Shareholder 1 Nov 2009 75% - 100% 20-8875684
Blackstone Holdings Iii Gp L.P. General partner 1 Nov 2009 Other 26-0288893
Blackstone Holdings Iii Gp Management L.L.C. General partner 1 Nov 2009 Other 26-0269478
Stoneco Iv Corporation Member 1 Nov 2009 25% - 50% 26-0395032
Gso Capital Partners Gp L.L.C. General partner 1 Oct 2015 25% - 50% 26-2321386
Stoneco Iv Corporation Sole member 1 Oct 2015 75% - 100% 26-0395032
Blackstone Holdings Iv Gp L.P. Limited partner 1 Jul 2019 75% - 100% 26-0450123
Blackstone Holdings Iv Gp Sub Lp Limited partner 1 Jul 2019 50% - 75% foreign entity

Based in New York

The principal office where Gso Capital Advisors LLC performs its advisory services is located at 345 Park Avenue, New York, NY 10154, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 503-2100 or by fax 212 503-6924. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at gsocap.com.