GFO ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$856M
Discretionary
$856M
100% of AUM
Avg account
$285M
Accounts
3
Employees
14
Advisory reps
2

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
311874
Registered since
August 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GFO Asset Management, LLC is an SEC-registered investment manager that describes itself as a multifaceted fund manager with primary activity in hedge funds and private equity. The firm operates as a CPO/CTA and provides portfolio management for pooled investment vehicles, and it serves an institutional client base. Its fee schedule combines a percentage of assets under management with performance-based fees. The firm reports an individual owner and first appeared on the SEC register in 2023. GFO does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • PAUL SZEP

    Chief Compliance OfficerCRD 6316758

Contacts

1 of 1
  • CASEY GARD

    Managing MemberCRD 2169937

Wealth teams

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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

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1680 Michigan Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth