Gulfcrest Capital
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 314412
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gulfcrest Capital operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured as a domestic entity and does not classify itself under any specific category. It employs a fee structure based on a percentage of assets under management and performance-based fees. Gulfcrest Capital does not engage in capital allocation or pension consulting, and it does not actively pursue ESG investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Alan Bush
Investment Adviser RepresentativeCRD 36885
Kevin Bush
Managing Partner, Portfolio ManagerCRD 3252518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 433 Plaza Real
- Time zone
- ET (UTC-5)
- Office locations
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