Gasima Financial LLC

Overview

Gasima Financial LLC is a small, privately owned investment manager that combines hedge fund and venture capital strategies with traditional advisory services. Organized as an LLC and controlled by an individual owner, the firm serves both individual/family clients and institutional accounts. Its advisory work spans discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles; the firm also acts as sponsor/general partner/managing member for some pooled vehicles it runs. Fee arrangements include a percentage-of-assets component and performance-based fees. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. It custody relationships are concentrated at Charles Schwab, where most of its managed assets sit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices