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
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 corporate-structured investment adviser that operates with a hedge-fund orientation. The firm has been SEC-registered since 1997 and is owned by an individual. Its client base spans high-net-worth individuals and families as well as institutional investors. Advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for institutions. Fee arrangements combine asset-based charges with performance-fee components. The firm also acts as a sponsor/GP/managing member for pooled vehicles. Gables Capital does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Alec McKenna

    Vice President, Investor RelationsCRD 6709966

  • Eric Mckenna

    Eric Mckenna

    Co-founder and PresidentCRD 1382609

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 162

Active vs passive

$32.8M in ETFs

Passive

86%

$28.2M

Active

8%

$4.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 GROWTH ETF (IVW)BlackRockPassiveLarge Growth$4.8M35,00014.66%

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