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| Gibraltar Capital Management Inc
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|---|---|
| CRD # | 122328 |
| SEC # | 801-66289 |
| CIK # | 0001625986 |
| AUM | $750.9 MM (2024-05-01) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 918-492-4209 |
| Address | 7304 S Yale Avenue Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 13.8 | |
| AAPL | 2,382,844.0 | 13.7 | |
| MSFT | 1,918,222.4 | 13.0 | |
| CTRA | 22,312.7 | 12.4 | |
| NXPI | 40,492.7 | 10.9 | |
| APTV | 25,903.7 | 10.3 | |
| MA | 309,583.1 | 9.5 | |
| BKNG | 74,682.6 | 8.3 | |
| CVS | 122,214.0 | 8.1 | |
| LDOS | 13,565.1 | 7.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | GCM Opportunities Fund III LLC | [2022-03-30] | 6.5 | 52.4 |
| RE | GCM Opportunities Fund II LLC | [2016-03-24] | 5.5 | 32.0 |
| RE | GCM Opportunities Fund I LLC | [2013-07-10] | 8.9 | 21.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 72.2 |
| (b) Individuals (high net worth individuals) | 171 | 559.4 |
| (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 | 3 | 105.6 |
| (g) Pension and profit sharing plans | 0 | 4.6 |
| (h) Charitable organizations | 0 | 1.1 |
| (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 | 0 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 750.9 |
| By Discretionary | ||
| Discretionary | 375 | 746.3 |
| Non-Discretionary | 1 | 4.6 |
| Total | 376 | 750.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 750.9 | |
| Total | 376 | 750.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| James Redman | 3 | ||
| McCrary Lowe | 3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001625986] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CCV LLC
✚
|
NY | 1.0 |
|
Hohimer Wealth Management LLC
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|
WA | 0.8 |
|
Regis Metro Associates Inc
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CA | 0.8 |
|
Portfolio Strategies Inc NY
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NJ | 0.7 |
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Towercrest Capital Management LLC
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PA | 0.6 |
|
Canvas Wealth Advisors LLC
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KS | 0.6 |
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Westwind Capital
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NM | 0.6 |
|
Arista Wealth Management LLC
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NV | 0.6 |
|
Rovin Capital LLC
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AZ | 0.6 |
|
Apex Financial Advisors Inc
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PA | 0.5 |