Galloway Capital Partners, LLC

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$10M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
317631
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Galloway Capital Partners, LLC is organized as a limited liability company that provides discretionary portfolio management for a mix of institutional and private clients. The firm states advisory capabilities across individualized accounts, pooled investment vehicles, and mandates for businesses or institutions. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. The firm is not identified as an active ESG investor. Regulatory/industry classification is listed as unclassified and it is not described as a capital allocator. The available information does not indicate broader retail or pension consulting activity.

Assets & Accounts

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

Owners & executives

1 of 1
  • Bruce Galloway

    Chief Investment OfficerCRD 730249

Contacts

1 of 1
  • Gary Herman

    Gary Herman

    Managing MemberCRD 2983755

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
650 Ne 2nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth