Gioben Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 316169
- Website
- www.gioben.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.92%
- Individuals2.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gioben Capital LLC is a small, boutique advisory firm focused on portfolio management for individuals and small businesses. The firm runs discretionary strategies and charges both a percentage of assets under management and performance-based fees, indicating it structures some client relationships around outcome-driven mandates. Gioben Capital does not position itself as an ESG investor and operates without a multi-state adviser designation. Investment activity centers on public mutual funds as the core of client portfolios, while the firm also allocates to private market strategies—specifically venture capital and real estate—through third-party external managers. That mix suggests a blended approach: broadly diversified liquid exposures via pooled public funds supplemented by selective alternative allocations where the firm or its clients seek higher return or diversification potential.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds72%
- Cash & Cash Equivalents26%
- Exchange Traded Equities2%
Contacts
1 of 1Jacob Bengio
CCOCRD 7421887
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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