GEC ADVISORS LLC

RIASEC RegisteredEst. 2015
Total AUM
$892M
Discretionary
$892M
100% of AUM
Avg account
$89.2M
Accounts
10
Employees
5
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
161472
Registered since
April 6, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GEC Advisors LLC is an SEC-registered manager that functions primarily as a private equity fund sponsor and operator of pooled investment vehicles. The firm, organized as an LLC and established officially in 2015, focuses on serving institutional clients by managing pooled private funds and acting as sponsor, general partner and managing member of those vehicles. Its ownership is held by an individual proprietor. The firm’s compensation structure combines asset-based fees with performance-based fees and other fee arrangements consistent with active fund management. GEC Advisors does not position itself as a broad capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Lana Dial

    CFO and Chief Compliance OfficerCRD 7185487

Contacts

1 of 1
  • JONATHAN FAIRBANKS

    Founder and Managing PartnerCRD 1728329

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2415 W Alabama St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth