Gabelli & Company Investment Advisers, Inc.
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 137024
- Registered since
- January 19, 2006
- Website
- www.gabelli.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gabelli & Company Investment Advisers, Inc. is a corporation that operates as a hedge-fund manager focused on institutional clients. The firm is SEC-registered (since 2006) and functions in roles that include commodity pool operator/commodity trading advisor (CPO/CTA) activity and portfolio management for pooled investment vehicles as well as for businesses and institutions. Its fee model combines a percentage-of-assets structure with performance-based fees, and it acts in sponsor/GP and broker-dealer related capacities on certain vehicles. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Patrick Huvane
Interim Chief Executive OfficerCRD 2948612
Contacts
2 of 2
John Givissis
SalesCRD 2565463
Peter Goldstein
General CounselCRD 2898210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$1M in ETFs
80%
$834K
20%
$211K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRASHORT S&P500 (SDS) | ProShares | Passive | Trading Inverse Equity | $421K | 5,600 | 40.33% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 191 Mason St
- Time zone
- ET (UTC-5)
- Office locations
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