Guggenheim Partners — Key Facts
| Founded | 2000 |
| Founders | Todd Boehly & Mark Walter |
| Headquarters | New York City, USA |
| AUM | ~$325+ billion (as of 2023) |
| Type | Private Investment & Financial Services |
| Sectors | Asset Management, Investment Banking, Capital Markets |
Guggenheim Partners is a leading global investment and advisory firm headquartered in New York City. With over $325 billion in assets under management (AUM), the firm operates across investment banking, capital markets, asset management, and institutional advisory. One of its investment vehicles, the Guggenheim Energy & Income Fund, focuses on income-generating investments in the energy sector, including closed-end fund structures that periodically conduct tender offers to provide liquidity to shareholders.
Who Owns Guggenheim Partners?
Guggenheim Partners is a privately held firm. It was co-founded in 2000 by Todd Boehly and Mark Walter, who remain key principals. Boehly has become particularly well-known for his involvement in high-profile sports ownership — he co-led the acquisition of the Los Angeles Dodgers (MLB) in 2012 and the Chelsea Football Club (English Premier League) in 2022. Guggenheim’s ownership is not publicly disclosed in detail, but both founders and a partnership of senior executives hold stakes in the firm.
History and Background
Guggenheim Partners was established in 2000 by Todd Boehly and Mark Walter with the goal of creating an integrated financial services firm combining investment banking with asset management. The name draws on the legacy of the Guggenheim family, one of America’s iconic industrial and philanthropic dynasties, though Guggenheim Partners is a separate entity from the Guggenheim family’s philanthropic institutions (such as the Solomon R. Guggenheim Foundation). The firm grew rapidly through acquisitions and organic growth, building out fixed income, equities, insurance asset management, and alternative investment capabilities.
Guggenheim Energy & Income Fund
The Guggenheim Energy & Income Fund (NYSE: GEI or similar tickers depending on the series) is a closed-end fund managed by Guggenheim Investments. These funds periodically announce tender offers, inviting shareholders to submit their shares for repurchase at or near NAV. Tender offer results — including the final number of shares accepted and the clearing price — are publicly announced and reported in SEC filings and press releases.
