GILMARTIN CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LARKSPUR, California
CRD number
317560
Registered since
November 5, 2021

Firm profile

FINTRX

Overview

Gilmartin Capital LLC is a limited liability company that registered with the SEC in 2021. The firm is organized and operated as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory practice. Regulatory metadata flags it as an individual-owned adviser with an "unclassified" business profile; it is not designated as an active ESG investor, a multi-state adviser, a capital allocator to external managers, or a pension consultant. The firm's visible activity centers on managing pooled private investment vehicles rather than providing broad advisory services to retail clients. That structure suggests its primary commercial purpose is fund management and GP-level responsibilities rather than holding a book of advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DAVID LEWIS

    Managing PartnerCRD 2981174

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

LARKSPUR, CA

MARIN

Location

LARKSPUR, CA

Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
60 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth