GIA PARTNERS, LLC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 151207
- Registered since
- September 9, 2009
- Website
- giallc.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government72.07%
- Other26.93%
- Corporations / Businesses1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GIA Partners, LLC is a privately owned LLC that has been SEC-registered since 2009 and operates as an adviser on a percentage-of-AUM fee basis. The firm’s stated client base is institutional, and its advisory activities include portfolio management for both businesses/institutions and individuals/small businesses. GIA Partners is not marked as an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant in the available filings.
Assets & Accounts
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
- Investment Grade Corp Bonds32%
- US Government Bonds27%
- Non-Investment Grade Corp Bonds25%
- Other14%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3ALBERT TSENG
Deputy Chief Investment OfficerCRD 4584922
VICTORIA VALLANCOURT- O'NEILL
COO & CCOCRD 2112793
EDUARDO CORTES
Chief Executive Officer & Chief Investment OfficerCRD 1509201
Contacts
3 of 4HAMBURG TANG
Managing DirectorCRD 2053336
Miguel Escobar
DirectorCRD 7236535
DAVID ELLIS
Managing Director and Portfolio ManagerCRD 4117537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 12 E 49th St
- Time zone
- ET (UTC-5)
- Office locations
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