GARCIA HAMILTON & ASSOCIATES LP

RIASEC RegisteredEst. 1998

Total AUM

$24.9B

Discretionary

$24.9B

100% of AUM

Avg account

$65.1M

Accounts

382

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 108017
Registered since: December 31, 1998
Website: garciahamiltonassociates.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government55.1%
Pension & Profit Sharing Plans22.44%
Charitable Organizations9.49%
Corporations / Businesses7.33%
Insurance Companies2.35%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Garcia Hamilton & Associates LP is a privately held limited partnership that has been registered with the SEC since 1998. The firm serves an institutional client base while also providing portfolio management services to individuals, small businesses, investment companies and pooled vehicles. Its business model uses both asset-based fees and performance-linked compensation. Garcia Hamilton is not positioned as an ESG-focused manager and is not marketed as a multi-state or newly formed adviser. The firm also acts in sponsor/GP and managing-member roles for pooled investment vehicles.