Galloway Capital Partners, LLC

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$10M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
Miami, Florida
CRD number
317631
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Galloway Capital Partners, LLC is organized as a limited liability company that provides discretionary portfolio management across client types, with an emphasis on institutional relationships. The firm is listed as serving institutions while also offering portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its fee model combines a percentage-of-assets structure with the option for performance-based fees. The firm is not identified as an ESG-focused investor, is not flagged as a pension consultant or related adviser, and does not present itself as a capital allocator. Regulatory details in the available record are sparse: the SEC registration year is not shown and the adviser is not designated as a newly formed, multi-state adviser in the snapshot data.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • Gary Herman

    COOCRD 2983755

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
650 Ne 2nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth