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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 05-15-2025
- Office Locations
- 1
Office Locations
About GLR Partners
GLR Partners is an independent wealth advisory firm providing highly customized investment management and financial planning for high-net-worth individuals and families, including business owners and corporate executives. The team emphasizes risk-aware strategies that adapt as markets change. A technology-driven service model offers secure digital onboarding with 2FA/encryption, consolidated portfolio access, and document vault/file sharing; Schwab is the primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Richard Michael Gaige
Managing Member
- CRD
- #4581002
- Ownership
- 25% but less than 50%
Wayne Thomas Lavallee
Managing Member
- CRD
- #2801169
- Ownership
- 25% but less than 50%
Alpha focus
Unison glacier
- CRD
- #77215
- Ownership
- 40.2%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,700,422 | $386,796 |
| Non-Discretionary | $0 | -- |
| Total | $260,700,422 | $386,796 |
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Separately Managed Accounts
Total SMA Asset: $260,700,422
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,650,886,150 | 20.0% |
| Equity - Exchange | $404,467,107 | 4.9% |
| Private Funds | $1,749,939,319 | 21.2% |
| Other | $1,312,454,489 | 15.9% |
| Cash | $1,246,419,043 | 15.1% |
| U.S. Government/Agency | $1,890,264,643 | 22.9% |
| Total | $8,254,430,751 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS PIONEER BRIDGE | HORIZON NORTH | ECZ97X878 | ZVZMZ | 10.55% | $114,240,171 |
| FOCUS CATALYST HARBOR | ALPHA FRONTIER | ZDUOFZAWJ | QNMB | 7.43% | $92,053,409 |
| VALUE HARBOR FOCUS | VALUE PRIME | 8PYNAGHXL | RGTC | 3.31% | $119,202,188 |
| VECTOR INSIGHT MATRIX | GLACIER MERIDIAN | D4R9VCL49 | RALJ | 5.80% | $55,283,991 |
| HARBOR BRIDGE | CATALYST VERTEX | PZYUU3GO5 | XUDH | 1.08% | $3,221,787 |
| HORIZON TIMBER SIGNAL | MATRIX OAK | 80YFF8UTI | ZIA | 2.97% | $29,207,460 |
| OAK EAGLE MERIDIAN | INSIGHT WAVE | KLOZYIJOI | RBRTA | 5.62% | $97,337,424 |
| ELEMENT UNISON NORTH | CREST VERTEX | GX03STJ4O | DHYX | 7.28% | $2,743,279 |