Gamma Asset Management LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 300050
- Registered since
- March 27, 2024
- Custodians
- AV SECURITIES INC., PERSHING LLC, INTERACTIVE BROKERS LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses79.95%
- Pooled Investment Vehicles8.58%
- HNWI6.85%
- Individuals4.38%
- Banking / Thrift Institutions0.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gamma Asset Management LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2024. The firm serves individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its core advisory activity is portfolio management for individuals and small businesses. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and lists a broker-dealer affiliation among its industry relationships. Ownership is recorded as a mix of a domestic entity and an individual.
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
- Exchange Traded Equities44%
- Sovereign Bonds36%
- Investment Grade Corp Bonds12%
- Non-Investment Grade Corp Bonds7%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2David Galarza-sosa
Chief Compliance OfficerCRD 5221334

Manuel Troncoso Acebal
Chief Executive OfficerCRD 6230010
Contacts
3 of 5
Douglas Roman
RepresentativeCRD 1549538

Jose Llanio Reyes
Financial AdvisorCRD 7410044

Rodrigo Sanchez Ramos
AnalystCRD 7866172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 500 De Lane Tanca
- Office locations
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