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| Keyboard |
| Garcia Hamilton & Associates LP
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|---|---|
| CRD # | 108017 |
| SEC # | 801-56194 |
| CIK # | |
| AUM | 24.86 B (2026-03-30) |
| Employees | 41 (29% Investors, 0% Brokers) |
| Phone | 713-853-2322 |
| Address | 5 Houston Center Houston, TX 77010-4037 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Garcia Hamilton Quality Aggregate Bond Fund LP | [2020-03-30] | 88.7 M | 28.7 M |
| Filed 2025-07-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 5.6 |
| (h) Charitable organizations | 90 | 2.4 |
| (i) State or municipal government entities | 148 | 13.7 |
| (j) Other investment advisers | 8 | 0.4 |
| (k) Insurance companies | 11 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 382 | 24.9 |
| By Discretionary | ||
| Discretionary | 382 | 24.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 382 | 24.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.9 | |
| Total | 382 | 24.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gilbert Garcia | Executive Officer | 6 | 2 | |
| Karen Tass | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.4B |
| Serves | Institutional, Retail |
| LEI | 2549004MW2QAB6OS4P40 |
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|
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|
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