Theodore Gillman is a CFA-designated registered investment advisor at Crito Capital Advisers LLC, based in Westport, CT, with 26 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Non-discretionary accounts have a minimum quarterly fee of $2,500.
Fee Estimator
Location
8 Wright Street, Suite 107, Westport, CT, 06880
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theodore is involved with several investment-related firms, including Crito Capital Advisers LLC, CRITO CAPITAL LLP, Crito Group Limited, and Crito Capital, Empresa de Investimento, S.A. He also serves as a company secretary for KEEL HARBOUR CAPITAL LIMITED, dedicating minimal time to this role.
Employment History
Current Registrations
Crito Capital Advisers LLC
Crito Capital LLC
Crito Capital LLCBroker
Previous Registrations
Crito Capital LLC
Ariane Capital Partners LLCBroker
Davis Distributors, LLCBroker
Fa Asset Management INC.
First Albany Capital INC.Broker
Lazard Freres & CO. LLCBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Victor Pena, CFPMorgan Stanley
- Uliana Michaelis, CFPWealthspire Advisors
- Matthew Garnett, CFPRaymond James & Associates, INC.
- Sven Pozzo, CFAIhs Herold INC.
- Melissa Ciotoli, CFPFocus Partners Wealth, LLC
- Edwin Lugo, CFARmr Wealth Management