GPB Capital Holdings, LLC

RIASEC RegisteredEst. 2014
Total AUM
$646M
Discretionary
$646M
100% of AUM
Avg account
$92.3M
Accounts
7
Employees
7
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
169825
Registered since
April 2, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GPB Capital Holdings, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and first registered in 2014. The firm identifies an individual owner and serves an institutional client base, focusing on portfolio management for pooled investment vehicles. It also operates in sponsor and general partner capacities and functions as a managing member for pooled vehicles rather than acting as a pure capital allocator. Its fee arrangements include a percentage-of-AUM component as well as performance-based fees and other fee structures. GPB Capital does not position itself as an active ESG investor.

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

Owners & executives

2 of 2
  • Robert Chmiel

    Robert Chmiel

    Chief Executive OfficerCRD 1724063

  • Michael Emanuel

    General Counsel and Chief Compliance OfficerCRD 4608068

Contacts

1 of 1
  • Joseph Gardemal Iii

    Managing DirectorCRD 8067296

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
55 Old Field Point Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth