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GFS Advisors LLC
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CRD # | 143110 |
SEC # | 801-67899 |
CIK # | 0001427263 |
AUM | $2.9 BB (2024-03-25) |
Employees | 11 (82% Investors, 91% Brokers) |
Phone | 713-968-0400 |
Address | 1330 Post Oak Blvd, Suite 2100 Houston, TX 77056 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
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BABA | 312.3 | 0.0 | |
PFE | 284.2 | 0.0 | |
JPM | 340.2 | 0.0 | |
META | 434.9 | 0.0 | |
TV | 4.9 | 0.0 | |
FMX | 24.1 | 0.0 | |
KHC | 46.2 | 0.0 | |
BXSL | 4.0 | 0.0 | |
CPNG | 22.4 | 0.0 | |
SMCI | 2.2 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 37 | 0.0 |
(b) Individuals (high net worth individuals) | 322 | 1.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 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 | 6 | 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 | 4 | 0.0 |
(n) Other | 271 | 1.6 |
Total | 641 | 2.9 |
By Discretionary | ||
Discretionary | 515 | 2.0 |
Non-Discretionary | 126 | 0.9 |
Total | 641 | 2.9 |
By Non-United States Persons | ||
Non-United States Persons | 2.5 | |
United States Persons | 0.4 | |
Total | 641 | 2.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001427263] |
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Aristotle Atlantic Partners LLC
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|
FL | 2.9 |
The Ascent Group LLC
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VA | 2.9 |
Meyer Handelman Company LLC
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NY | 2.9 |
Diversify Advisory Services LLC
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UT | 2.9 |
Regis Acquisition Inc
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CO | 2.9 |
Courier Capital LLC
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NY | 2.9 |
Atalanta Sosnoff Management LLC
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NY | 2.9 |
Clinton Investment Management LLC
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|
CT | 2.8 |
Envoi LLC
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MN | 2.8 |
Leeward Investments LLC
✚
|
MA | 2.8 |