GRAVITY CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2020

Total AUM

$94M

Discretionary

$94M

100% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 137083
Registered since: April 27, 2020
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI39.3%
Insurance Companies36.22%
Other9.59%
Charitable Organizations6.96%
Pension & Profit Sharing Plans4.95%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gravity Capital Management LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals, small businesses and institutional/business clients. The firm registered with the SEC in 2020 and is owned by an individual principal. Its business model blends percentage-of-AUM billing with fixed fees and the option of performance-based fees, which can indicate active portfolio management and customized mandates for higher-net-worth clients. Investment activity is equity‑centric: the firm shows a strong preference for exchange‑traded equities as the primary vehicle for client exposure. Advisory services emphasize managed portfolios under discretionary authority, suggesting that portfolio construction, rebalancing and security selection are handled in-house. Gravity Capital Management LLC does not identify as an active ESG investor and is not set up as a multi‑state adviser or pension consultant.