G10 LLC

RIASEC RegisteredEst. 2023

Total AUM

$4.9B

Discretionary

$4.9B

100% of AUM

Avg account

$27.4M

Accounts

179

Employees

Advisory reps

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 322876
Registered since: October 30, 2023
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles97.23%
HNWI1.71%
Other1%
Corporations / Businesses0.03%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

G10 LLC is a limited liability company registered with the SEC in 2023 that combines an independent registered adviser practice with a liquidity-fund posture. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its fee model includes a percentage-of-AUM component and the ability to charge performance-based fees. Advisory capabilities span financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. The firm also engages in selection of other advisers and serves in sponsor/GP and managing-member roles for pooled vehicles. G10 does not identify as an active ESG investor and is not reported as a multistate adviser.