Gurtin Fixed Income Management LLC

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Assets, Funds, Holdings

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Gurtin Fixed Income Management LLC
CRD #143597
SEC #801-68396
CIK #
AUM
Employees 69 (36% Investors, 16% Brokers)
Phone858-436-2200
Address440 Stevens Avenue
Solana Beach, CA 92075-2071
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
25201510502005201120172024
Type Form D Funds Date Sold ($M) AUM ($M)
Other Gurtin California Municipal Alpha Fund [2012-04-03] 88.5 54.1
Other Gurtin National Muni Alpha Fund [2012-04-03] 47.9 49.0
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 1,253 1.5
(b) Individuals (high net worth individuals) 2,540 13.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 0.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 24 0.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 23 0.7
(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 228 4.0
(n) Other 0 0.0
Total 4,078 20.6
By Discretionary
Discretionary 4,064 20.5
Non-Discretionary 14 0.0
Total 4,078 20.6
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 20.5
Total 4,078 20.6
Form D Directors # Filings # Firms 2011 - 2025
Investment Manager of Issuer Gurtin Fixed Income Management LLC 2
General Partner Gurtin Fixed Income Funds GP LLC 2
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