Gesar Capital Management

Overview

Gesar Capital Management is a small, individual-owned advisory firm that runs concentrated, equity-focused portfolios for a mix of high-net-worth individuals, families and institutional clients. The firm manages all client relationships on a discretionary basis and favors equities as the core allocation, with a notable tilt toward non-exchange-traded equity positions and private placement opportunities. Advisory services are delivered as portfolio management for individuals/small businesses and for business or institutional accounts, with fees structured as a percentage of AUM and occasional hourly charges. Investment activity centers on customized strategies rather than pooled products. The prominence of non-exchange-traded equities and use of private placements suggests the firm sources and holds less-liquid, idiosyncratic equity positions alongside more traditional liquid holdings. That profile aligns with serving a very small client base with large average balances, enabling tailored allocations and bespoke liquidity planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices