GASIMA FINANCIAL LLC

RIASEC Registered
Total AUM
$8.5M
Discretionary
$8.5M
100% of AUM
Avg account
$292K
Accounts
29
Employees
2
Advisory reps
2

Firm details

Headquarters
VENICE, Florida
CRD number
316326
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI50.22%
  • Pooled Investment Vehicles36.76%
  • Individuals13.02%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gasima Financial LLC is a small, multi-strategy advisory and fund manager that combines direct portfolio management for individual and family clients with sponsorship and GP roles in pooled investment vehicles. The firm operates as a limited liability company and describes itself across hedge fund, venture capital and multifaceted fund-management activities. Its advisory mandate explicitly covers portfolio management for individuals/small businesses and for pooled vehicles, and it serves both individual & family and institutional clients. Investment activity tilts toward publicly traded equities — the firm's largest deployed asset class — while it also runs and allocates to private fund strategies. Fee arrangements include a percentage-of-AUM component plus performance-based fees, which aligns with the firm’s GP role in its funds. Gasima Financial is not an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser to another registered firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • ANTHONY PACIONE

    Chief Investment OfficerCRD 3162442

Contacts

1 of 1
  • MATTHEW YU

    PartnerCRD 2430447

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

VENICE, FL

SARASOTA

Location

VENICE, FL

Headquartered in VENICE, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
304 W Venice Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth