GLAXIS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SARASOTA, Florida
- CRD number
- 134227
- Registered since
- March 4, 2005
- Website
- www.glaxisllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles76.41%
- HNWI14.22%
- Charitable Organizations9.27%
- Pension & Profit Sharing Plans0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glaxis Capital Management, LLC is a SEC-registered investment adviser organized as an LLC and operating since 2005. The firm is structured and operated as a hedge fund manager that serves both individual/family clients and institutional investors. Its compensation combines a percentage-of-AUM fee with performance-based fees. Glaxis performs portfolio management for individuals and small businesses, for pooled investment vehicles and for institutional/business clients, and it also acts in commodity pool/operator or CTA capacities. The firm reports industry roles that include sponsor, general partner and managing member of pooled vehicles. Glaxis does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities72%
- US Government Bonds17%
- State & Local Bonds6%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1ANDREW COPA
CFO & Chief Compliance OfficerCRD 5574216
Contacts
2 of 2MATTHEW MILLER
OwnerCRD 4912452
PAUL HOLLAND
Managing DirectorCRD 1667721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$73.2M in ETFs
85%
$62.3M
15%
$10.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $16.6M | 51,745 | 22.67% |
Location
SARASOTA, FL
SARASOTA
Location
SARASOTA, FL
Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 443 John Ringling Blvd
- Time zone
- ET (UTC-5)
- Office locations
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