Gamco Asset Management Inc.

RIASEC Registered
Total AUM
$11.7B
Discretionary
$11.7B
100% of AUM
Avg account
$5.7M
Accounts
2,042
Employees
120
Advisory reps
17

Firm details

Headquarters
Greenwich, Connecticut
CRD number
104950
Registered since
September 5, 1978
Custodians
J.P. MORGAN SECURITIES INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI39.56%
  • Investment Companies37.77%
  • Charitable Organizations10.31%
  • Pension & Profit Sharing Plans5.24%
  • State / Municipal Government4%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GAMCO Asset Management Inc. is a domestic corporation classified as a hedge fund. It has been registered with the SEC since 1978 and serves individuals and families as well as institutional clients. Its advisory work spans individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. The firm uses asset-based, fixed, performance-based, and other fees. Its industry affiliations include broker-dealer and investment-adviser relationships, along with sponsorship and management roles for pooled vehicles and limited partnerships.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 3%, Sovereign Bonds 2%, Investment Grade Corp Bonds 1%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents5%
  • Public Funds/Mutual Funds3%
  • Sovereign Bonds2%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$185M in ETFs

Passive

73%

$135M

Active

14%

$50.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$14.6M186,9217.88%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth