Gables Capital Management, Inc.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 109608
- Registered since
- October 10, 1997
- Website
- www.gablescapital.com
- Custodians
- RBC CAPITAL MARKETS, LLC, ARGENT TRUST COMPANY, CLEARPOINT FEDERAL BANK & TRUST
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses52.19%
- HNWI38.33%
- Pooled Investment Vehicles4.34%
- Charitable Organizations2.48%
- Individuals2.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gables Capital Management, Inc. is an individual-owned, SEC-registered investment adviser (registered in 1997) that operates with a hedge-fund orientation. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management across separate accounts and pooled vehicles. Its compensation combines a percentage-of-AUM fee with performance-based fees, and its advisory activity explicitly includes portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Gables does not identify as an active ESG investor and is not a multistate adviser. The firm also functions as a sponsor/GP/managing member of pooled investment vehicles, consistent with its internal hedge-fund activity and the private fund it advises.
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 Equities40%
- Investment Grade Corp Bonds24%
- Public Funds/Mutual Funds13%
- US Government Bonds12%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 160Active vs passive
$33.7M in ETFs
86%
$29M
8%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $5M | 35,000 | 14.79% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 801 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ikalon Advisors LLC
RIAMiami, FL
Hollander Asset Management LLC
RIAMiami, FL
Octogone NA
RIAMiami, FL
Guerra Wealth Advisors
RIAMiami, FL
Noctua International Wmg, LLC
RIAMiami, FL
Horiko Capital Management LLC
RIAMiami, FL