Gavilan Investment Partners LLC

RIASEC RegisteredEst. 2022

Total AUM

$515M

Discretionary

$515M

100% of AUM

Avg account

$257M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Burlingame, California
CRD number: 311134
Registered since: June 23, 2022
Website: www.gavilanpartners.com
Custodians: CITI PRIVATE BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Sovereign Wealth Funds87.03%
Pooled Investment Vehicles12.97%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gavilan Investment Partners LLC is a privately owned LLC that registered with the SEC in 2022 and operates as a hedge fund manager. The firm positions itself as an institutional manager, providing portfolio management for pooled investment vehicles and for business or institutional clients. It also lists business activities consistent with operating as a CPO/CTA, and its fees combine a percentage of assets under management with performance-based fees. Gavilan does not present itself as an ESG-focused manager, and it is not organized as a multi-state adviser, a pension consultant, or a capital allocator.