GIA Partners, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 151207
- Registered since
- September 9, 2009
- Website
- giallc.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government72.07%
- Other26.93%
- Corporations / Businesses1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GIA Partners, LLC is an SEC‑registered institutional registered investment adviser formed in 2009 and organized as an LLC under individual ownership. The firm provides discretionary portfolio management to both institutional clients and smaller private/business accounts, charging fees as a percentage of assets under management. It reports a focus on fixed‑income strategies rather than ESG mandates, and it does not act as a capital allocator, pension consultant, or related adviser. The firm’s advisory activity centers on managing portfolios for institutions as well as for individuals and small businesses, which suggests a mix of customized institutional solutions and high‑net‑worth mandates handled on a discretionary basis.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Investment Grade Corp Bonds32%
- US Government Bonds27%
- Non-Investment Grade Corp Bonds25%
- Other14%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Albert Tseng
Deputy Chief Investment OfficerCRD 4584922
Victoria Vallancourt- O'neill
COO & CCOCRD 2112793
Eduardo Cortes
Chief Executive Officer & Chief Investment OfficerCRD 1509201
Contacts
3 of 4
Hamburg Tang
Managing DirectorCRD 2053336
Miguel Escobar
DirectorCRD 7236535
David Ellis
Managing Director and Portfolio ManagerCRD 4117537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 12 E 49th St
- Time zone
- ET (UTC-5)
- Office locations
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