GK CAPITAL PARTNERS

RIASEC Registered
Total AUM
$77.1M
Discretionary
$77.1M
100% of AUM
Avg account
$1M
Accounts
74
Employees
2
Advisory reps
2

Firm details

Headquarters
OLYMPIA, Washington
CRD number
150604
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI51.28%
  • Pooled Investment Vehicles29.96%
  • Individuals18.76%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GK Capital Partners is a limited liability company that operates as a hedge fund and provides portfolio management across individual, family and institutional clients. The firm markets a fee structure that combines a percentage of assets under management with performance-based fees and lists Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) activity among its business lines, indicating involvement with pooled vehicles and strategies that may use futures or other derivative instruments. GK Capital Partners is not positioned as an ESG-focused adviser and does not describe itself as a multi-state adviser. Investment activity centers on private funds and pooled structures alongside traditional mutual funds for public market exposure. The firm’s client base and filings show a focus on direct portfolio management for individuals and small businesses, for pooled investment vehicles and for business or institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 63%, Exchange Traded Equities 33%, Cash & Cash Equivalents 3%, Public Funds/Mutual Funds 1%63%
  • Private Funds63%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents3%
  • Public Funds/Mutual Funds1%

Contacts

2 of 2
  • SAMUEL THOMASSEN

    Investment Advisor RepresentativeCRD 6011590

  • GREG KERO

    FounderCRD 2792443

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

OLYMPIA, WA

THURSTON

Location

OLYMPIA, WA

Headquartered in OLYMPIA, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
THURSTON
Address
219 Legion Way SW
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth