GASIMA FINANCIAL LLC
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
FINTRXOverview
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
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 Equities93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1ANTHONY PACIONE
Chief Investment OfficerCRD 3162442
Contacts
1 of 1MATTHEW YU
PartnerCRD 2430447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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