Gravity Capital Management LLC

RIASEC Registered
Total AUM
$94M
Discretionary
$94M
100% of AUM
Avg account
$2.6M
Accounts
36
Employees
2
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
137083
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%

Firm profile

FINTRX

Overview

Gravity Capital Management LLC is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. Its fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not operate as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Adam Seessel

    Adam Seessel

    CEO and Chief Investment OfficerCRD 2717577

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
80 8th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth