GAVILAN INVESTMENT PARTNERS LLC

RIASEC RegisteredEst. 2022
Total AUM
$515M
Discretionary
$515M
100% of AUM
Avg account
$257M
Accounts
2
Employees
2
Advisory reps
1

Firm details

Headquarters
BURLINGAME, California
CRD number
311134
Registered since
June 23, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • LOUIS CHANG

    Founder and Managing PartnerCRD 4841880

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth