Glencoe Limited, L.L.C.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $66.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stockwell Fund Iii, L.P. | Private Equity Fund | Delaware | $59.4M | 2 |
| Stockwell Secondary Holdings, L.P. | Private Equity Fund | Delaware | $7.0M | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evans, David, S | Trustee | Dec 1994 (32y) | ≈ 42.19% – 100% via Wolverine Trust | |
| Iovino, Nick, Robert | Vp Accounting And Chief Compliance Officer | Jan 2019 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Glencoe Capital Holdings Llc Series A | Member | Dec 2005 | A | 75% or more |
| Glencoe Capital Holdings Llc Series B | Member | Jan 2016 | A | 75% or more |
| Wolverine Trust | Member | Nov 1998 | B | ≈ 56.25% – 100% via Glencoe Capital Holdings Llc Series A |
Estimated effective ownership (look-through of filed bands):
- Evans, David, S: 75% – 100% of Wolverine Trust × 75% – 100% of Glencoe Capital Holdings Llc Series A × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Wolverine Trust: 75% – 100% of Glencoe Capital Holdings Llc Series A × 75% – 100% direct ≈ 56.25% – 100% 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 (2, $66.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stockwell Fund Iii, L.P. | Private Equity Fund | $59.4M | $0 | 2 |
| Stockwell Secondary Holdings, L.P. | Private Equity Fund | $7.0M | $25.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 854 KB | 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
Not reported.
Custody
Firm reports it does not have 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗