GBX FUND MANAGEMENT, LTD.

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
281080
Registered since
May 10, 2016

Firm profile

FINTRX

Overview

GBX Fund Management, Ltd. is a limited liability company that registered with the SEC in 2016. The firm is owned through a combination of a domestic entity and an individual and is structured to sponsor and run pooled investment vehicles: it serves as sponsor, general partner and managing member of funds rather than acting as a broad-based capital allocator. GBX is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 6
  • Lance Frew

    Chief Operating OfficerCRD 7352904

  • Cary Zimmerman

    Chief Legal and Compliance OfficerCRD 8053201

  • ANDREW SPARACIA

    Chief Executive OfficerCRD 6546775

Unlock 3 more executives

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
2101 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth