GA Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 291925
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI86.76%
- Individuals13.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GA Advisors LLC is a small, boutique investment adviser that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm operates on a percentage-of-AUM fee schedule and also charges performance-based fees, which indicates it may run performance-oriented sleeve(s) or tailored strategies for clients who agree to incentive arrangements. GA Advisors shows a clear preference for equity exposure, with most client portfolios constructed around exchange-traded equities and ETFs rather than bond-heavy or cash-heavy allocations. The adviser is not positioned as an ESG investor and does not operate as a multi-state or pension consultant; its services are focused on direct portfolio management for a limited client base. GA Advisors appears to be execution- and cost-conscious in its approach: custody with Interactive Brokers and heavy use of exchange-traded instruments point to a model that favors liquid, low-cost, tradeable vehicles for expressing market views and implementing tactical shifts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents21%
- Derivatives1%
Contacts
1 of 1
Nitin Apte
Engineering ManagerCRD 6900687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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