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 that operates as an independent registered investment adviser and a liquidity fund. The firm is SEC-registered as of 2023 and identifies as a capital allocator serving both individual/family and institutional clients. Fees are charged as a percentage of assets under management with certain strategies also carrying performance-based fees. G10’s advisory services span financial planning, discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and selection of sub‑advisers. The firm is active as an investment sponsor and general partner or managing member of pooled vehicles. G10 does not identify as an active ESG investor and is not a multi-state adviser per its filings.