Gien Capital Management LLC

Overview

Gien Capital Management LLC is a small, independent registered investment adviser operating as an LLC that focuses on individualized portfolio management and financial planning for individuals and families. The firm acts as a capital allocator and provides selection-of-other-advisers services, which suggests it will outsource specialty mandates or bring in third-party managers when a client’s needs exceed internal capabilities. Fee arrangements include both a percentage-of-AUM component and fixed fees. Investment emphasis is on liquid, exchange-traded equity exposure. The firm is not an active ESG investor and does not describe itself as a multi-state adviser. Primary business activities center on planning and discretionary portfolio management for individuals and small businesses, with discretionary authority over client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices