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Gulfstream CM LLC
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CRD # | 165459 |
SEC # | 801-77699 |
CIK # | |
AUM | $244.0 MM (2024-03-29) |
Employees | 8 (62% Investors, 25% Brokers) |
Phone | 908-918-1600 |
Address | 450 Springfield Avenue, Suite 204 Summit, NJ 07901 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Gulfstream Value Fund LP | [2015-03-25] | 79.6 | 60.2 |
HF | Gulfstream Opportunity Fund LP | 2012-03-26 | 144.1 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 19 | 39.8 |
(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 | 204.3 |
(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 | 21 | 244.0 |
By Discretionary | ||
Discretionary | 21 | 244.0 |
Non-Discretionary | 0 | 0.0 |
Total | 21 | 244.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 244.0 | |
Total | 21 | 244.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Ryan Posner | 2 | ||
S Mell | 2 | ||
Gulfstream CM LLC | 2 | ||
Gulfstream GP LLC | 2 | ||
Stephen Barral | 2 |
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Park Miller LLC
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CA | 0.3 |
Two Prime LLC
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ODIN Capital Management LLC
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Bosun Asset Management LLC
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Acuta Capital Partners LLC
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Boyle Capital Management LLC
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Miller Value Partners LLC
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FL | 0.2 |
Wallace Hart LLC
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|
KY | 0.2 |
Ekanta Wealth Advisors LLC
✚
|
FL | 0.2 |