Investment adviser · CRD 108390
GUILD INVESTMENT MANAGEMENT, INC.
Investment adviser filing (IA)
WESTLAKE VILLAGE, CA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $185M Form ADV · Item 5.F
- Client accounts
- 211 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $175,350,004 | 94.7% |
| Individuals | 28 | $8,929,232 | 4.8% |
| Charities | Fewer than 5 | $761,518 | 0.4% |
| Retirement plans | Fewer than 5 | $145,723 | 0.1% |
Filing source
Form ADV 2077703 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
METEORIC, L.P.Hedge Fund · Last reported Mar 13, 2019$4.01MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177
Fund details & source
- Fund ID
- 805-9162756877
- Reported beneficial owners
- 9
- Minimum commitment
- $500K
- Form D file number
- 021-870435
Form ADV 1289615 · Mar 13, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROSEBURY, L.P.Hedge Fund · Last reported Mar 13, 2019$2.67MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA P.C.
PCAOB 3874
CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177
Fund details & source
- Fund ID
- 805-6522004421
- Reported beneficial owners
- 16
- Minimum commitment
- $300K
- Form D file number
- 021-877388
Form ADV 1289615 · Mar 13, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Subscription
Principal office
31225 LA BAYA DRIVE, SUITE 214WESTLAKE VILLAGE, CA, 91362, United States
CRD 108390
Filing source
Form ADV 2077703 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.