Gambit Asset Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- US Government Bonds29%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Todd Gambit
FounderCRD 4726423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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