Gambit Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318313
- Registered since
- April 11, 2025
- Website
- www.gambitcm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.94%
- Individuals9.8%
- Corporations / Businesses1.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gambit Capital Management, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and manager-selection services. Gambit describes itself as a capital allocator, combining public market vehicles with third-party alternative exposures. Its fee arrangements include asset-based fees and fixed fees. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities37%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Derivatives1%
Contacts
3 of 7
Todd Stueve
Investment Adviser RepresentativeCRD 3162827
Peter Earp
Senior Wealth ManagerCRD 4224268
Tyler Schelhaas
PrincipalCRD 4674230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$154M in ETFs
78%
$120M
4%
$34.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $15.5M | 20,760 | 10.09% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
917 Advisory Services LLC
RIASpokane, WA
Norland Capital LP
RIADartmouth Capital Advisors, Inc.
RIACyber Hornet ETFs LLC
RIASt Petersburg, FL
Illuminate Wealth Management
RIABarrington, IL
Financial Zen
RIASan Francisco, CA