Gerald Cosgrove is a CFA-designated registered investment advisor at Eolas Capital, based in Boston, MA, with 19 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Eolas Capital receives a management fee for providing investment management services to Private Funds. Investment management fee rates charged by Eolas Capital are typically between 1 percent and 2 percent per year of Private Fund net assets.
Location
Ten Post Office Square, Suite 1102, Boston, MA, 02109
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
Gerald is a consultant for Eolas Capital LLC, an investment manager, dedicating a few hours per week. He is also a registered representative with INTE Securities LLC, a broker-dealer, spending a few hours per week soliciting private placements.
Employment History
Current Registrations
Eolas Capital
Inte Securities LLC
Inte Securities LLCBroker
Previous Registrations
Bny Mellon Securities CorporationBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Neuberger Berman LLC
Neuberger Berman LLCBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations52 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.