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 institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm services both individual & family clients and institutional clients, offering portfolio management for individuals, small businesses, and institutions. Its primary fee model is a percentage of assets under management. Gamma identifies as an active ESG investor and maintains a range of industry affiliations — including broker-dealer, trust company, insurance company, real estate broker, and roles as sponsor/GP/managing member of pooled investment vehicles — that indicate it operates across advisory, transactional, and sponsor/manager activities.
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
Ruxandra Risko
Chief Distribution OfficerCRD 2178241
Zlatko Martinic
Chief Investment OfficerCRD 2879524
Contacts
3 of 6
Mouna Nutakki
Client Portfolio ManagerCRD 5838707
William Obrien
Senior Client Relationship ManagerCRD 3213295
William Wilson
Client Relationship DirectorCRD 5406699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 503Active vs passive
$380M in ETFs
96%
$363M
4%
$17.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $48.3M | 595,263 | 12.70% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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