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 a privately owned limited liability company registered with the SEC since 2019 that positions itself as a capital allocator for individual and family clients. The firm focuses on portfolio management for individuals and small businesses and on selecting third‑party advisers for clients. Its fee arrangements include fixed fees, performance‑based fees, and other structures. GKB does not identify as an active ESG investor and is not registered as a multi‑state adviser.
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
- 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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