GARY MANAGEMENT COMPANY

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
335294

Firm profile

FINTRX

Overview

Gary Management Company is a small, privately held limited liability company that operates as a sponsor, general partner and managing member of at least one pooled investment vehicle. The firm does not report a retail advisory client base and is not listed as an active ESG investor or a multi-state adviser. Its public disclosures classify it as unclassified and provide limited detail on retail advisory activities or fee schedules, which suggests the business is focused on managing one or a small number of private vehicles rather than offering broad RIA services to individual clients. The firm’s structure and activity indicate a manager-centric model: acting as sponsor/GP/manager for pooled funds rather than functioning primarily as a wealth manager for external advisory clients. That positioning typically implies direct involvement in deal selection, fund governance, capital calls and investor reporting for the vehicle(s) it controls.

Assets & Accounts

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

Owners & executives

1 of 1
  • Santhosh Ramdoss

    President, CEO & CIOCRD 7678831

Contacts

1 of 1
  • JAMES BUNCH

    Managing DirectorCRD 2414087

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1899 Wynkoop St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth