GA Pincus Funds, LLC

RIASEC RegisteredEst. 2025
Total AUM
$62.1M
Discretionary
$62.1M
100% of AUM
Avg account
$234K
Accounts
266
Employees
1
Advisory reps
3

Firm details

Headquarters
,
CRD number
281844
Registered since
February 28, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI54.03%
  • Individuals45.97%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

GA Pincus Funds, LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It describes its client base as individuals and families, operates across multiple states, and is SEC-registered in 2025. GA Pincus does not position itself as a capital allocator, does not identify as an active ESG investor, and does not list pension consulting or related-adviser affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, State & Local Bonds 1%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Gabriel Pincus

    Gabriel Pincus

    President and Chief Compliance OfficerCRD 5040736

Contacts

2 of 2
  • Karyna Hawthorne

    Karyna Hawthorne

    Staff AccountantCRD 8010407

  • Diana Halenz

    Diana Halenz

    Founder and CCOCRD 8010375

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth