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| GM Advisory Group LLC
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|---|---|
| CRD # | 147592 |
| SEC # | 801-69418 |
| CIK # | 0001598304 |
| AUM | 4,362.4 M (2026-03-29) |
| Employees | 46 (46% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 631-227-3900 |
| Address | 400 Broadhollow Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.1 | ||
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Trebia Acquisition Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | GMAG Diversified Opportunity Fund LP | [2012-04-02] | 61.2 M | 4.5 M |
| Filed 2015-08-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 0.1 |
| (b) Individuals (high net worth individuals) | 477 | 4.2 |
| (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 | 27 | 0.1 |
| (h) Charitable organizations | 9 | 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 | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 835 | 4.4 |
| By Discretionary | ||
| Discretionary | 699 | 3.7 |
| Non-Discretionary | 136 | 0.7 |
| Total | 835 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 835 | 4.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Frank Marzano | Executive Officer | 4 | 3 | |
| GM Advisory Group Inc | Executive Officer | 2 | 2 | |
| Gmag Diversified Fund GP LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001598304] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 7 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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