Co-Chief Executive Officer & Co-Chief Investment Officer · Dimensional Fund Advisors LP
Gerard K. O'Reilly
CRD 4982644 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Dimensional Fund Advisors LP, an SEC-registered asset manager based in Austin, TX with $1.0 trillion in regulatory assets, lists Gerard K. O'Reilly on its Form ADV as Co-Chief Executive Officer & Co-Chief Investment Officer, a control person. The SEC filings also name Gerard at 1 other registered adviser.
Firms and roles
- Dimensional Fund Advisors LPCo-Chief Executive Officer & Co-Chief Investment OfficerAsset manager · Austin, TX · $1.02T in regulatory assets
- DFA Australia LimitedDirector, Co-Chief Investment Officer and Vice PresidentAsset manager · Sydney, Australia · $362B in regulatory assets
AtlasMembers
Gerard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- David G. BoothChairman, Dimensional Fund Advisors LP
- Catherine L. NewellExecutive Vice President, Chief Legal Officer & Secretary, Dimensional Fund Advisors LP
- David P. ButlerCo-Chief Executive Officer, Dimensional Fund Advisors LP
- Selwyn J. NotelovitzChief Compliance Officer & Vice President, Dimensional Fund Advisors LP
- Bernard J. GrzelakChief Financial Officer, Treasurer & Vice President, Dimensional Fund Advisors LP
6 more people named with Gerard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gerard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.