|
⚲
|
| Keyboard |
| GKB Partners LLC
✚
|
|
|---|---|
| CRD # | 298149 |
| SEC # | 801-114620 |
| CIK # | |
| AUM | 663.4 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 203-856-6852 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 663.4 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 663.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 663.4 |
| Total | 4 | 663.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 663.4 | |
| Total | 4 | 663.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Focused Alpha LLC
✚
|
CO | 663.9 M |
|
Compass Capital Corporation
✚
|
MA | 663.6 M |
|
McElhenny Sheffield Capital Management LLC
✚
|
TX | 663.2 M |
|
Diligent Investors LLC
✚
|
CA | 663.1 M |
|
Cruden Bay Investment Management LLC
✚
|
CA | 663.1 M |
|
Ironwood Financial LLC
✚
|
AZ | 662.5 M |
|
Three Arch Wealth Management LLC
✚
|
CA | 662.4 M |
|
Harrell Investment Partners LLC
✚
|
TX | 662.4 M |
|
Westshore Wealth LLC
✚
|
CA | 662.4 M |
|
Kesler Norman & Wride LLC
✚
|
UT | 661.4 M |