Gesar Capital Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities44%
- Investment Grade Corp Bonds27%
- Exchange Traded Equities13%
- Cash & Cash Equivalents7%
- Private Funds6%
Contacts
1 of 1
Maria Isabel Pedrosa
Managing MemberCRD 5761120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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