|
⚲
|
| Keyboard |
| Gulfstream CM LLC
✚
|
|
|---|---|
| CRD # | 165459 |
| SEC # | 801-77699 |
| CIK # | |
| AUM | 244.2 M (2026-03-31) |
| Employees | 8 (50% Investors, 38% Brokers) |
| Phone | 908-918-1600 |
| Address | 450 Springfield Avenue, Suite 204 Summit, NJ 07901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Gulfstream Value Fund LP | [2015-03-25] | 81.1 M | 68.0 M |
| Filed 2025-09-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Commission $160,708 · Net Assets Decline to Disclose | ||||
| HF | Gulfstream Opportunity Fund LP | 2012-03-26 | 126.2 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 23 | 50.1 |
| (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 | 2 | 194.1 |
| (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 | 25 | 244.2 |
| By Discretionary | ||
| Discretionary | 25 | 244.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 244.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.2 | |
| Total | 25 | 244.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| S Mell | Executive Officer | 2 | 2 | |
| Gulfstream CM LLC | Executive Officer | 2 | 2 | |
| Stephen Barral | Executive Officer | 2 | 2 | |
| Gulfstream GP LLC | Executive Officer | 2 | 2 | |
| Ryan Posner | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Heronetta Management LP
✚
|
NY | 253.6 M |
|
JCP Investment Management LLC
✚
|
TX | 252.3 M |
|
Forest Hill Capital LLC
✚
|
AR | 248.8 M |
|
Washington Growth Strategies LLC
✚
|
DC | 247.2 M |
|
Evergreen Capital Associates LLC
✚
|
NJ | 243.6 M |
|
Jason A Prattes Financial Inc
✚
|
CA | 243.6 M |
|
MORI Huston Partners LLC
✚
|
FL | 241.6 M |
|
Broadmark Asset Management LLC
✚
|
TX | 238.4 M |
|
Centennial Advisors LLC
✚
|
TX | 237.3 M |
|
Nierenberg Investment Management Company LLC
✚
|
235.5 M |