Galliard Capital Management, Inc.
advisor24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-2 YoYRank #998 of mapped providers
Assets under administration$87.3B0.1%Market share · rank #170
Fees received$2MMedian $14,674/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Galliard Capital Management, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Galliard Capital Management, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment management; Investment management fees paid indirectly by planCode 28 | 11 | $68,560 | |
Other fees; Direct payment from the planCode 50 | 2 | $10,585 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $14,175 | |
Contract AdministratorCode 13 | 1 | $0 | |
Consulting (general)Code 16 | 1 | $6,495 | |
Direct payment from the plan; Other insurance wrap fees; Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $527,749 | |
Other insurance wrap feesCode 67 | 1 | $0 |
Competitor overlap
Percent of Galliard Capital Management, Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Galliard Capital Management, Inc..
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES, ELECTRICALMA · 042471895-002 | LOCAL 103 IBEW HEALTH BENEFIT PLAN | $1.6B |
PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLANMD · 521190205-001 | Benefits Administrators, LLC | $392M |
KWS SEEDS, INC.MN · 570676870-001 | Goldman Sachs Trust Company | $31M |
Plans lost in 2024
Appeared last year under Galliard Capital Management, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
GENERAL MILLS, INC.MN · 410274440-006 | Deloitte | $4.0B |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-001 | Voya | $1.9B |
THE DUN & BRADSTREET CORPORATIONFL · 223725387-002 | Strategic Advisers | $1.2B |
BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 649 ANNUITY TRUST FUNDIL · 371291915-001 | Clarion Lion Properties Fund LP | $104M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $564,110 | 10y | - |
U.S. BANCORPMN · 410255900-004 | $11.4B | 90,116 | $527,749 | 10y | 1 |
LIBERTY MUTUAL GROUP INC.MA · 043583679-002 | $11.4B | 49,659 | $239,714 | 10y | 2 |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $14,674 | 2y | - |
INTERNATIONAL PAPER COMPANYTN · 130872805-001 | $8.2B | 84,174 | $6,495 | 8y | - |
TEXTRON INC.RI · 050315468-030 | $6.1B | 36,001 | $6,495 | 3y | 2 |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $384,530 | 10y | - |
JOINT BOARD OF TRUSTEES, ELECTRICALMA · 042471895-002 | $1.6B | 10,127 | $0 | 1y | - |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401KMN · 411760754-002 | $1.2B | 6,319 | $195,281 | 6y | 1 |
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001 | $846M | 10,156 | $51,683 | 5y | - |
Flag exposure
94.1%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (24)
Raw Schedule C names collapsed into Galliard Capital Management, Inc..
- CICOTTE LAW FIRM
- CIEBA
- CIFC ASSET MANAGEMENT
- CIFTON LARSON ALLEN LLP
- CIG SECURITIES
- GALLIARD
- GALLIARD CAPITAL
- GALLIARD CAPITAL MANAGEMENT
- GALLIARD CAPITAL MANAGEMENT CORP.
- GALLIARD CAPITAL MANAGEMENT INC
- GALLIARD CAPITAL MANAGEMENT INC.
- GALLIARD CAPITAL MANAGEMENT LLC
- GALLIARD CAPITAL MANAGEMENT, INC
- GALLIARD CAPITAL MANAGEMENT, INC.
- GALLIARD CAPITAL MANAGEMENT, LLC
- GALLIARD CAPITAL MANAGEMENT. INC.
- GALLIARD CAPITAL MGMT, INC.
- GALLIARD CAPTIAL MANAGEMENT, INC.
- GALLIARD FUNDS
- STABLE RETURN FUND (GALLIARD)
- THE CICOTTE LAW FIRM
- THE CICOTTE LAW FIRM, LLC
- THE CICOTTE LAW FIRM, PLLC
- WELS FARGO GALLIARD
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Galliard Capital Management, Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 23.53% | 1.71% | +21.82 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 23.53% | 1.76% | +21.77 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Galliard Capital Management, Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Galliard Capital Management, Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Shumaker Loop & Kendrick LLP | 2 | 11.8% |
| Abato, Rubenstein & Abato, P.A. | 1 | 5.9% |
| Covington & Burling LLP | 1 | 5.9% |
| DiClaudio & Kramer LLC | 1 | 5.9% |
| Feinberg Dumont & Brennan | 1 | 5.9% |
| Meyer Unkovic & Scott LLP | 1 | 5.9% |
| Morgan Lewis & Bockius LLP | 1 | 5.9% |
| Neyhart Anderson Flynn & Grosboll | 1 | 5.9% |
| O'Donoghue & O'Donoghue LLP | 1 | 5.9% |
| O'Reilly Grosso Gross & Jones PC | 1 | 5.9% |