GAVILAN INVESTMENT PARTNERS LLC
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 311134
- Registered since
- June 23, 2022
- Website
- www.gavilanpartners.com
- Custodians
- CITI PRIVATE BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Sovereign Wealth Funds87.03%
- Pooled Investment Vehicles12.97%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gavilan Investment Partners LLC is an SEC-registered, limited liability company that is classified as a hedge fund manager and lists institutional investors as its client base. The firm is registered with the SEC since 2022 and is organized under individual ownership. Its regulatory filings identify business activities as a commodity pool operator or commodity trading advisor (CPO/CTA) and advisory services focused on portfolio management for pooled investment vehicles and for businesses or institutions. The firm charges a combination of asset-based and performance-based fees and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1LOUIS CHANG
Founder and Managing PartnerCRD 4841880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGAME, CA
SAN MATEO
Location
BURLINGAME, CA
Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 330 Primrose Rd
- Time zone
- PT (UTC-8)
- Office locations
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