GOBI CAPITAL LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 151427
- Registered since
- July 5, 2016
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles88.81%
- Corporations / Businesses11.19%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Gobi Capital LLC is a hedge fund manager organized as an LLC and registered with the SEC in 2016. The firm operates pooled investment vehicles and is registered to perform CPO/CTA-style activities, positioning itself as an active manager of institutional capital rather than a third-party allocator. Its fee schedule combines a percentage-of-AUM management fee with performance-based compensation, and it reports portfolio management for pooled vehicles as its primary advisory activity. Gobi Capital does not identify as an ESG-focused manager and is not structured as a multi-state adviser. The firm’s client base is institutional, and its business model centers on running proprietary funds rather than offering broad wealth-management services or consulting. Public filings and firm disclosures show a focus on equity strategies within its pooled vehicles and a reliance on performance-linked economics consistent with hedge fund operations.
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 Equities100%
Contacts
2 of 2BO SHAN
Managing MemberCRD 5321003
STEVEN CHEN
PartnerCRD 6631463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 8820 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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