G10 provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 16 private funds.
G10 reports 138 clients. They include 84 high-net-worth individuals, 31 corporations and other businesses, and 16 pooled investment vehicles. Of its assets, 99.9% ($4.9B across 177 accounts) are managed with discretion; $2.94M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 61% | 2% |
| Pooled investment vehicles | 12% | 97% |
| Charitable organizations | 4% | <1% |
| Corporations and other businesses | 22% | <1% |
| Other | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 84 | $83.9M | 1.7% | $999K |
| Pooled investment vehicles | 16 | $4.77B | 97.2% | $298M |
| Charitable organizations | 6 | $1.15M | 0.0% | $191K |
| Corporations and other businesses | 31 | $1.63M | 0.0% | $52.5K |
| Other | 1 | $49.2M | 1.0% | $49.2M |
| Total | 138 | $4.91B | 100% | $35.6M |
- Clients
- 84
- Regulatory AUM
- $83.9M
- AUM share
- 1.7%
- Avg. per client
- $999K
- Clients
- 16
- Regulatory AUM
- $4.77B
- AUM share
- 97.2%
- Avg. per client
- $298M
- Clients
- 6
- Regulatory AUM
- $1.15M
- AUM share
- 0.0%
- Avg. per client
- $191K
- Clients
- 31
- Regulatory AUM
- $1.63M
- AUM share
- 0.0%
- Avg. per client
- $52.5K
- Clients
- 1
- Regulatory AUM
- $49.2M
- AUM share
- 1.0%
- Avg. per client
- $49.2M
Total
- Clients
- 138
- Regulatory AUM
- $4.91B
- AUM share
- 100%
- Avg. per client
- $35.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 16
- Financial planning clients last fiscal year
- 1–10
G10 is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Knollwood Investment Advisory LLC owns 75% or more of G10 and is in turn owned by Knollwood Investment LLC (75% or more). Kevin Irwin is CEO; the leadership team includes President Scott Cimino, Chief Operating Officer Jae Chon and Chief Financial Officer Heidi Jose. It has 49 employees, 14 of them in advisory roles.
Staff
- 49 employees
- 14 in advisory functions
- Owns 75% or more of G10 LLC
Knollwood Investment Advisory LLC
Control person · since September 2023
- Owns 75% or more of Knollwood Investment Advisory LLC
Knollwood Investment LLC
Control person · since May 2015
- Owns 75% or more of Knollwood Investment LLC
Mary Catherine Bunting 2011 Perpetual GST Exemption Trust
Control person · since May 2015
Blue Jar PTC, LLC
Sole trustee · Control person · since December 2014
- Owns 25% to 50% of Blue Jar PTC, LLC
Blue Jar Ownership Trust A
Control person · since December 2014
Kevin Irwin
Sole trustee · Control person · since December 2014
- Owns 25% to 50% of Blue Jar PTC, LLC
Blue Jar Ownership Trust B
Control person · since December 2014
- Owns 25% to 50% of Blue Jar PTC, LLC
Blue Jar Ownership Trust C
Control person · since December 2014
G10’s regulatory assets grew from $4.33B (July 2024) to $4.91B (July 2026); clients rose from 112 to 138 and employees from 42 to 49.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $4.91B | 138 | 49 | 1 |
| Jul 2025July 2025 | $4.34B | 126 | 43 | 1 |
| Jul 2024July 2024 | $4.33B | 112 | 42 | 1 |
Besides its headquarters, G10 has 0 offices, with 1 listed address in 1 state.
Maryland · 1 listed address
- 217 International Circle, Hunt ValleyHQ
Other business names
G10 has reported 1 other business name to the SEC.
- Knollwood Investment Advisory, LLC
Contact and registration details
- Legal name
- G10 LLC
- Headquarters
- 217 International Circle, Hunt Valley, MD 21030
- Website
- kwiadvisory.com
- Phone
- 443-541-2440
- SEC file
- 801-128984
- Structure
- Delaware LLC
- Fiscal year end
- December
G10’s named custodians for separately managed accounts are Northern Trust Securities ($65M, 76%) and Fidelity ($20.8M, 24%). G10 has custody of $4.86B for 137 clients.
- Northern Trust SecuritiesNorthern Trust Securities, Inc. · Chicago, IL · $65M76%
- FidelityNational Financial Services LLC · Boston, MA · $20.8M24%
At year end, G10’s separately managed accounts were mostly in cash (64%) and stocks (34%).
What the accounts hold
- Stocks34%
- Funds1%
- Cash64%
- Other1%
- Digital currency/assets1%
How many clients does G10 have?
G10 has 138 clients and manages $4.91 billion for them, as of July 2026. They include 84 high-net-worth individuals, 31 corporations and other businesses, and 16 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does G10 offer?
G10 provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does G10 use?
G10’s separately managed account assets are held at Northern Trust Securities, Inc. (Chicago, IL), with $65M and National Financial Services LLC (Boston, MA), with $20.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does G10 have?
G10 has 0 investment adviser representatives registered with state securities authorities, out of 49 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does G10 invest in?
At the end of its last fiscal year, G10’s separately managed accounts held 64% cash and equivalents, 34% exchange-traded equities, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Digital Currency/Assets. It advises 16 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns G10?
G10 is owned through a chain of holding companies by Blue Jar Ownership Trust B and Blue Jar Ownership Trust C. Its direct owner is Knollwood Investment Advisory LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does G10 get paid?
G10 is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact G10?
G10’s main office is at 217 International Circle, Hunt Valley, MD 21030. Its phone number is 443-541-2440. Its website is kwiadvisory.com.