|
⚲
|
| Gamma Asset Management LLC
✚
| |
|---|---|
| CRD # | 300050 |
| SEC # | 801-129754 |
| CIK # | |
| AUM | $100.6 MM (2024-05-01) |
| Employees | 8 (38% Investors, 38% Brokers) |
| Phone | 787-957-3260 |
| Address | Edificio Ochoa 500 Calle de La Tanca San Juan, PR 00901-1969 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 2.2 |
| (b) Individuals (high net worth individuals) | 13 | 9.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 88.9 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 100.6 |
| By Discretionary | ||
| Discretionary | 55 | 97.1 |
| Non-Discretionary | 2 | 3.5 |
| Total | 57 | 100.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 72.7 | |
| United States Persons | 27.9 | |
| Total | 57 | 100.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Bona FIDE Wealth LLC
✚
|
TX | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |
|
Atlas Financial Planning LLC
✚
|
GA | 0.1 |
|
The Financial Discovery Group Inc
✚
|
GA | 0.1 |
|
Fiduciary Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Brindle & Bay Financial Advisors LLC
✚
|
TX | 0.1 |
|
Eurocapital Advisors Inc
✚
|
FL | 0.1 |
|
Broussard Financial Group LLC
✚
|
LA | 0.1 |