GABLES CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 1997
Total AUM
$439M
Discretionary
$439M
100% of AUM
Avg account
$1.2M
Accounts
359
Employees
8
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
109608
Registered since
October 10, 1997
Website
www.gablescapital.com
Custodians
RBC CAPITAL MARKETS, LLC, ARGENT TRUST COMPANY, CLEARPOINT FEDERAL BANK & TRUST
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses52.19%
  • HNWI38.33%
  • Pooled Investment Vehicles4.34%
  • Charitable Organizations2.48%
  • Individuals2.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gables Capital Management, Inc. is a corporation organized as a hedge fund manager and has been SEC-registered since 1997. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory business centers on discretionary portfolio management across three client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Gables charges a combination of asset-based fees and performance fees and functions as a sponsor/GP/managing member of pooled vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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 40%, Investment Grade Corp Bonds 24%, Public Funds/Mutual Funds 13%, US Government Bonds 12%, Cash & Cash Equivalents 6%, State & Local Bonds 2%, Non-Investment Grade Corp Bonds 2%, Private Funds 1%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds24%
  • Public Funds/Mutual Funds13%
  • US Government Bonds12%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1

  • JUDITH NEIWIRTH

    Co Founder and Chief Investment OfficerCRD 1005478

Contacts

2 of 2

  • Alec McKenna

    Vice President, Investor RelationsCRD 6709966

  • ERIC MCKENNA

    Co-founder and PresidentCRD 1382609

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 142

Active vs passive

$30.2M in ETFs

Passive

86%

$25.9M

Active

8%

$4.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 GROWTH ETF (IVW)BlackRockPassiveLarge Growth$4M35,00013.10%
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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
MIAMI DADE
Address
801 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth