Gamma Investing LLC
Firm details
- Headquarters
- ,
- CRD number
- 312573
- Registered since
- May 11, 2023
- Website
- www.gammainvesting.com
- Custodians
- ROBERT W. BAIRD & CO. INCORPORATED, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers99.99%
- HNWI0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gamma Investing LLC is an SEC-registered investment adviser (registered in 2023) organized as an LLC that serves both affluent individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses, and institutions. The snapshot flags the firm as an active ESG investor and lists a broad set of industry roles and affiliations — including broker-dealer relationships, trust and insurance company links, real estate brokerage activity, and roles as sponsor/GP or managing member of pooled vehicles — suggesting Gamma participates in both advisory and investment-sponsor activities rather than operating solely as a portfolio manager.
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 Equities82%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Zlatko Martinic
Chief Investment OfficerCRD 2879524
Ruxandra Risko
Chief Distribution OfficerCRD 2178241
Contacts
3 of 6
Mouna Nutakki
Client Portfolio ManagerCRD 5838707
Lorraine Fang
Board MemberCRD 3095406
William Wilson
Client Relationship DirectorCRD 5406699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 465Active vs passive
$262M in ETFs
96%
$250M
4%
$11.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $29.6M | 423,794 | 11.28% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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