|
⚲
|
| Garcia Hamilton & Associates LP
✚
| |
|---|---|
| CRD # | 108017 |
| SEC # | 801-56194 |
| CIK # | |
| AUM | $20.2 BB (2024-07-05) |
| Employees | 40 (32% Investors, 0% Brokers) |
| Phone | 713-853-2322 |
| Address | 5 Houston Center Houston, TX 77010-4037 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Garcia Hamilton Quality Aggregate Bond Fund LP | [2020-03-30] | 165.7 | 50.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 48 | 3.5 |
| (h) Charitable organizations | 164 | 3.1 |
| (i) State or municipal government entities | 201 | 12.0 |
| (j) Other investment advisers | 7 | 0.4 |
| (k) Insurance companies | 17 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 449 | 20.2 |
| By Discretionary | ||
| Discretionary | 449 | 20.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 449 | 20.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.2 | |
| Total | 449 | 20.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AMG Funds LLC
✚
|
CT | 21.2 |
|
Government Portfolio Advisors LLC
✚
|
OR | 20.5 |
|
Steward Partners Investment Advisory LLC
✚
|
NY | 20.4 |
|
Fund Evaluation Group LLC
✚
|
OH | 19.8 |
|
T Rowe Price Japan Inc
✚
|
19.8 | |
|
BNY Mellon Advisors Inc
✚
|
NJ | 19.7 |
|
Plante Moran Financial Advisors LLC
✚
|
MI | 19.4 |
|
Capital Strategies Investment Group LLC
✚
|
IL | 19.1 |
|
Johnson Investment Counsel Inc
✚
|
OH | 18.6 |
|
Newedge Advisors LLC
✚
|
LA | 18.4 |