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| The GMS Group LLC
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|---|---|
| CRD # | 8000 |
| SEC # | 801-126662 |
| CIK # | 0001600438, 0000311887 |
| AUM | 19.8 M (2026-03-31) |
| Employees | 15 (27% Investors, 93% Brokers) |
| Phone | 973-535-5000 |
| Address | 120 Eagle Rock Ave East Hanover, NJ 07936 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| 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) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 19.8 |
| (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 | 1 | 19.8 |
| By Discretionary | ||
| Discretionary | 1 | 19.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 19.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.8 | |
| Total | 1 | 19.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001600438] | |
| 10-Q | [0001600438] | |
| 3 | [0001600438] | |
| 4 | [0001600438] | |
| 8-K | [0001600438] | |
| D | [0001600438] | |
| SC 13D | [0001600438] | |
| SC 13G | [0001600438] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| LEI | 254900OXZT27TA5CGU56 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| GMS Inc | |
| Bell William Forrest | |
| Melville Randolph W | |
| Dobbs Leigh R | |
| Hendren George T | |
| Bachmann Lisa M | |
| Gavin John J | |
| McClure Teri P | |
| Southern William Bradley | |
| Smith J David | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
GMS Inc GMS
Common Stock
|
2025-08-15 | Gift | 842 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 468 | $0.00 | |
|
GMS Inc GMS
Common Stock
|
2025-08-01 | Option exercise | 468 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 1,337 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 1,858 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 1,350 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Grant | 1,871 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 464 | $0.00 | |
|
GMS Inc GMS
Common Stock
|
2025-08-01 | Tax withheld | 585 | $0.00 | |
|
GMS Inc GMS
Common Stock
|
2025-08-01 | Option exercise | 1,485 | $0.00 | |
|
GMS Inc GMS
Common Stock
|
2025-08-01 | Option exercise | 1,350 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Grant | 1,141 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Grant | 1,141 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 1,350 | $0.00 | |
|
GMS Inc GMS
Common Stock
|
2025-08-01 | Tax withheld | 1,379 | $0.00 | |
|
GMS Inc GMS
Common Stock
|
2025-08-01 | Option exercise | 1,350 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 1,035 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 1,226 | $0.00 | |
|
GMS Inc GMS
Common Stock
|
2025-08-01 | Option exercise | 1,671 | $0.00 | |
|
GMS Inc GMS
Restricted Stock Units · derivative
|
2025-08-01 | Option exercise | 507 | $0.00 | |
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