GKB Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 298149
- Registered since
- February 11, 2019
- Fee structure
- Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
GKB Partners LLC is an independent, owner-operated registered investment adviser formed in 2019 and organized as an LLC. The firm positions itself as a capital allocator for a small number of high-net-worth individual and family clients, providing portfolio management services for individuals and small businesses and selecting external managers where appropriate. Fee arrangements include fixed fees and performance-linked components, and the adviser does not characterize itself as an active ESG investor. The firm is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities100%
Contacts
1 of 1
Joseph Batcha
CCO, Managing MemberCRD 7038487
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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