Gavltd International Corporation

RIASEC RegisteredEst. 2021
Total AUM
$34.3M
Discretionary
$34.3M
100% of AUM
Avg account
$3.8M
Accounts
9
Employees
2
Advisory reps
2

Firm details

Headquarters
El Paso, Texas
CRD number
314687
Registered since
June 11, 2021
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other100%

Firm profile

FINTRX

Overview

Gavltd International Corporation is an SEC-registered institutional registered investment adviser formed in 2021 and organized as a corporation with individual ownership. The firm charges clients using a mix of percentage-of-AUM fees and fixed fees and operates as an advisory business rather than a capital allocator. Filings indicate it does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity.

Assets & Accounts

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: Investment Grade Corp Bonds 53%, Exchange Traded Equities 28%, Other 11%, US Government Bonds 7%, Cash & Cash Equivalents 1%53%
  • Investment Grade Corp Bonds53%
  • Exchange Traded Equities28%
  • Other11%
  • US Government Bonds7%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Julio Gordillo-mendez

    Director, CCOCRD 2556203

  • Concepcion Villar Blanco

    Director And PresidentCRD 7375061

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

El Paso, TX

El Paso

Location

El Paso, TX

Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.

Metro area
El Paso-Las Cruces, TX-NM
Region
South
County
El Paso
Address
5731 A Cromo Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth