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| Happy Holidays!! thanks for using AUM13F!! |
| Garcia Hamilton & Associates LP
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|---|---|
| CRD # | 108017 |
| SEC # | 801-56194 |
| CIK # | |
| AUM | $22.8 B (2025-03-31) |
| Employees | 38 (34% Investors, 0% Brokers) |
| Phone | 713-853-2322 |
| Address | 5 Houston Center Houston, TX 77010-4037 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Garcia Hamilton Quality Aggregate Bond Fund LP | [2020-03-30] | 165.7 | 54.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 45 | 5.0 |
| (h) Charitable organizations | 157 | 3.2 |
| (i) State or municipal government entities | 179 | 12.8 |
| (j) Other investment advisers | 7 | 0.4 |
| (k) Insurance companies | 17 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 22.8 |
| By Discretionary | ||
| Discretionary | 417 | 22.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 22.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 22.8 | |
| Total | 417 | 22.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Invesco Managed Accounts LLC
✚
|
WA | 24.6 |
|
Ruffer LLP
✚
|
24.2 | |
|
Asset Allocation & Management Company LLC
✚
|
IL | 24.0 |
|
BNY Mellon Advisors Inc
✚
|
NJ | 24.0 |
|
Sustainable Growth Advisers LP
✚
|
CT | 22.1 |
|
H&H International Investment LLC
✚
|
CA | 21.9 |
|
TRowe Price Hong Kong Limited
✚
|
21.8 | |
|
Plante Moran Financial Advisors LLC
✚
|
MI | 21.8 |
|
Capital Strategies Investment Group LLC
✚
|
IL | 21.3 |
|
Johnson Investment Counsel Inc
✚
|
OH | 20.9 |