Gabelli & Company Investment Advisers, Inc.

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$124M
Accounts
12
Employees
27
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
137024
Registered since
January 19, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gabelli & Company Investment Advisers, Inc. is a domestic corporation classified as a hedge fund adviser, serving institutional clients. It manages portfolios for pooled investment vehicles and for businesses or other institutions, and its fees may include both a percentage of assets under management and performance-based compensation. The firm is registered with the SEC and first registered in 2006. The firm also engages in CPO or CTA activities and is affiliated with a broker-dealer, other investment advisers, and sponsors and managers of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$976K in ETFs

Passive

78%

$761K

Active

22%

$215K

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES ULTRASHORT S&P500 (SDS)ProSharesPassiveTrading Inverse Equity$305K5,60031.29%

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
191 Mason St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth