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| Happy Holidays!! thanks for using AUM13F!! |
| Gamma Asset Management LLC
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| CRD # | 300050 |
| SEC # | 801-129754 |
| CIK # | |
| AUM | $269.2 M (2025-03-14) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Phone | 787-957-3260 |
| Address | Edificio Ochoa 500 Calle de La Tanca San Juan, PR 00901-1969 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 50.4 |
| (b) Individuals (high net worth individuals) | 14 | 20.5 |
| (c) Banking or thrift institutions | 0 | 1.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 11.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 185.4 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 269.2 |
| By Discretionary | ||
| Discretionary | 82 | 262.3 |
| Non-Discretionary | 5 | 7.0 |
| Total | 87 | 269.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 257.1 | |
| United States Persons | 12.2 | |
| Total | 87 | 269.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ferguson-Johnson Wealth Management Inc
✚
|
MD | 0.3 |
|
Christopher J Hasenberg Inc
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WI | 0.3 |
|
Fortitude Financial LLC
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WA | 0.3 |
|
Base Wealth Management LLC
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|
FL | 0.3 |
|
Security First Financial Inc
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|
MI | 0.3 |
|
Truenorth Financial Services LLC
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|
WA | 0.3 |
|
The Nestegg Group Inc
✚
|
IL | 0.3 |
|
Spreng Capital Management Inc
✚
|
OH | 0.3 |
|
Kovalcik & Geraghty Wealth Partners LLP
✚
|
OH | 0.3 |
|
Founder Family Financial LLC
✚
|
0.3 |