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 adviser focused on managing pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member for at least one pooled vehicle and manages its advisory programs through fee arrangements that include a percentage-of-assets component alongside performance-based fees and other charges. The adviser is organized as a limited liability company and has been registered with the SEC since 2014. Investment activity centers on private markets: the firm allocates capital into privately held companies and real estate via funds and sponsor-led vehicles. GPB Capital Holdings positions itself to manage concentrated pooled strategies rather than providing broad retail wealth-management services, and its client base and fee model reflect that institutional orientation. The firm is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ROBERT CHMIEL

    Chief Executive OfficerCRD 1724063

  • MICHAEL EMANUEL

    General Counsel and Chief Compliance OfficerCRD 4608068

Contacts

1 of 1
  • Joseph Gardemal III

    CRD 8067296

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth