GB Investments LLC

Overview

GB Investments LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm’s stated focus is discretionary portfolio management for individuals and small businesses, with a client base made up of individual and family relationships. Compensation is reported as a percentage-of-assets-under-management fee. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not set up as a capital allocator or pension consultant. The firm’s scale and structure imply a hands-on, client-facing practice rather than a platform that sources external managers or runs pooled products. Advisory activity centers on managing bespoke portfolios rather than operating separate advisory businesses or providing institutional consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives