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 a privately held investment adviser organized as an LLC and registered with the SEC in 2023. The firm manages portfolios for individuals, families, small businesses and institutional clients on a fee-as-a-percentage-of-AUM basis. Its advisory scope listed in filings includes portfolio management for both individual/small business clients and for businesses or institutions. Gamma also identifies itself as an active ESG investor and maintains a range of industry roles and affiliations that include broker-dealer relationships, trust and insurance company links, commodity pool or CTA activity, real estate brokerage, and sponsor/GP roles for pooled investment vehicles.
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 476Active vs passive
$329M in ETFs
95%
$313M
4%
$15.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $44.2M | 532,958 | 13.42% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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