Gesar Capital Management

RIASEC Registered
Total AUM
$75.5M
Discretionary
$75.5M
100% of AUM
Avg account
$4.4M
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
153043
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Charitable Organizations89.4%
  • HNWI5.97%
  • Individuals4.63%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gesar Capital Management is an independent, owner-operated limited liability investment adviser that serves both high‑net‑worth individuals/families and institutional clients. The firm provides discretionary portfolio management and advisory services for individuals/small businesses as well as for businesses or institutional investors. Its fee model combines a percentage of assets under management with hourly billing options. Gesar does not present itself as an active ESG investor and is not registered as a multi‑state adviser or pension consultant. The firm’s allocation posture emphasizes equities, with a material portion of assets held in non‑exchange‑traded equity positions. Gesar also uses third‑party private placement vehicles as part of its alternative investment program, indicating a willingness to supplement public markets with private securities for eligible clients.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Non-Exchange Traded Equities 44%, Investment Grade Corp Bonds 27%, Exchange Traded Equities 13%, Cash & Cash Equivalents 7%, Private Funds 6%, Non-Investment Grade Corp Bonds 3%44%
  • Non-Exchange Traded Equities44%
  • Investment Grade Corp Bonds27%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents7%
  • Private Funds6%

Contacts

1 of 1
  • Maria Isabel Pedrosa

    Maria Isabel Pedrosa

    Managing MemberCRD 5761120

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

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth