Gullane Capital, Llc
- Regulatory AUM
- $145M
- Discretionary
- $145M
- Clients
- 13
- Avg AUM / client
- $11.2M
- Accounts
- 13
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $145M | 100.0% |
Private funds (23)
View all →Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $187M combined gross assets
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miller, Jennifer, Morrison | Trustee | Jun 2007 (19y) | ≈ 0% – 5% via The Miller Family Trust Dated December 23,2020 | |
| Richard Alvah Miller | Managing Member | Jun 2007 (19y) | 75% or more | |
| Sutton, Sarah, Jean | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Powers, Laura, Lake | Coo | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Miller Family Trust Dated December 23,2020 | Owner | Dec 2020 | A | Less than 5% |
| The Trip Miller Family Trust Dated June 4, 2021 | Owner | Jun 2021 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Miller, Jennifer, Morrison: 75% – 100% of The Miller Family Trust Dated December 23,2020 × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (23, $187M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 3.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗