Gambit Asset Management

RIASEC Registered
Total AUM
$33.2M
Discretionary
$32.7M
99% of AUM
Avg account
$437K
Accounts
76
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316342
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI86.67%
  • Individuals11.85%
  • Pension & Profit Sharing Plans1.48%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gambit Asset Management is a small, independent registered investment adviser that focuses on individualized wealth management for high-net-worth individuals and families. The firm operates primarily as a discretionary portfolio manager and financial planner, using percentage-of-AUM fees supplemented by hourly engagements for planning or consulting work. Gambit describes itself as a capital allocator and explicitly sources third-party managers, which indicates a willingness to outsource niche or private-market exposure while keeping core portfolio management in-house. Investment preferences skew toward pooled public funds as the primary implementation vehicle, with a material incorporation of alternative strategies. The firm identifies as an active ESG investor, suggesting environmental, social or governance factors are part of their research and selection process. Given the small client base and concentrated assets, Gambit appears to deliver highly customized portfolios with direct manager selection and occasional use of outside sub-advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, US Government Bonds 29%, Exchange Traded Equities 10%, Cash & Cash Equivalents 1%60%
  • Public Funds/Mutual Funds60%
  • US Government Bonds29%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Todd Gambit

    Todd Gambit

    FounderCRD 4726423

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth