GC WEALTH MANAGEMENT RIA, LLC

RIASEC RegisteredEst. 2023
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$3.4M
Accounts
1,731
Employees
44
Advisory reps
37

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
327269
Registered since
August 3, 2023
Website
www.generalcatalyst.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.39%
  • Charitable Organizations0.43%
  • Individuals0.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

GC Wealth Management Ria, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm positions itself as a capital allocator for individual and family clients, combining financial planning with discretionary portfolio management for individuals, small businesses and institutional clients. Services explicitly include selection of other advisers, indicating a manager-of-managers or due-diligence role alongside direct portfolio management. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 54%, State & Local Bonds 20%, Cash & Cash Equivalents 8%, US Government Bonds 6%, Investment Grade Corp Bonds 6%, Public Funds/Mutual Funds 3%, Sovereign Bonds 1%, Private Funds 1%54%
  • Exchange Traded Equities54%
  • State & Local Bonds20%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • Investment Grade Corp Bonds6%

Owners & executives

3 of 4

  • Christopher Wolfe

    Chief Investment OfficerCRD 2055127

  • Mark Allen

    Chief Financial OfficerCRD 6628939

  • Robert Thornton

    Chief Executive OfficerCRD 1412949

Unlock 1 more executives →

Contacts

3 of 33

  • Michael Kato

    Wealth ManagementCRD 7400515

  • Sarah Joshi

    Senior Client Service AssociateCRD 7296504

  • Rohan Munsif

    Senior AnalystCRD 6514283

Unlock 30 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 168

Active vs passive

$425M in ETFs

Passive

83%

$353M

Active

7%

$72.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$38.5M58,9369.05%
Unlock additional holdings →

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
20 University Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.

RIA

CAMBRIDGE, MA

AUM $13.2BTEAM 31REPS 4

VALENCE8

RIA

CAMBRIDGE, MA

AUM $1.9BTEAM 8REPS 4

EQUITY RESOURCE INVESTMENTS, LLC

RIA

CAMBRIDGE, MA

AUM $1.3BTEAM 27REPS 8

PINNEY & SCOFIELD, INC.

RIA

CAMBRIDGE, MA

AUM $859MTEAM 4REPS 3

CLARUS VENTURES, LLC

RIA

CAMBRIDGE, MA

AUM $806MTEAM 31REPS 3

GENERAL CATALYST

RIA

CAMBRIDGE, MA

AUM $45.5BTEAM 211REPS 8
More RIAs in CAMBRIDGE →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth