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 a small, privately owned investment adviser focused on portfolio management for individuals and small businesses. The firm is organized as a limited liability company, is SEC-registered (2025), and operates as a multi-state adviser. Its stated client base is individual and family clients and it charges fees on a percentage-of-AUM basis. The firm reports a clear preference for equities and positions exchange-traded instruments at the center of its client portfolios rather than active ESG mandates. Investment activity centers on separately managed accounts and exchange-traded exposures, with a mix of traditional equity allocations complemented by allocations to external alternative managers. The adviser does not describe itself as a capital allocator or a pension consultant; its operating model appears to be direct portfolio management for private clients rather than large institutional advisory or consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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