GC Alternative Management, LLC

RIAState Registered
Total AUM
$27.4M
Discretionary
$1.2M
5% of AUM
Avg account
$583K
Accounts
47
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
150097
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI96.88%
  • Individuals3.12%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GC Alternative Management, LLC is an independent, Colorado-registered wealth advisory firm organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals, small businesses and institutional/business clients, charging clients on a percentage-of-assets basis and also using performance-based fee arrangements where applicable. Its client base is concentrated on individuals and families rather than institutional pension work, and the firm does not emphasize ESG investing or multi-state advisory coverage. GC Alternative Management does not function as a capital allocator in the sense of running a fund-of-funds; instead it appears to deploy client capital directly and via external managers when alternative exposure is desired. The firm’s governance and business model are consistent with a small boutique RIA that mixes discretionary mandates with client-directed (non-discretionary) accounts.

Assets & Accounts

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: Non-Investment Grade Corp Bonds 40%, Investment Grade Corp Bonds 20%, Exchange Traded Equities 15%, Cash & Cash Equivalents 15%, Non-Exchange Traded Equities 10%40%
  • Non-Investment Grade Corp Bonds40%
  • Investment Grade Corp Bonds20%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents15%
  • Non-Exchange Traded Equities10%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth