Gravity Capital Management LLC

RIASEC RegisteredEst. 2020

Total AUM

$94M

Discretionary

$94M

100% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 137083
Registered since: April 27, 2020
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI39.3%
Insurance Companies36.22%
Other9.59%
Charitable Organizations6.96%
Pension & Profit Sharing Plans4.95%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gravity Capital Management LLC is an independent, individual-owned registered investment adviser formed in 2020 and organized as an LLC. The firm focuses on portfolio management for individuals, small businesses and other businesses or institutions, serving primarily individual and family clients. Its fee arrangements include a percentage-of-AUM component, fixed fees and the option for performance-based fees. The firm reports it is not an active ESG investor, is not set up as a multi-state adviser, and it does not identify as a capital allocator; instead, it appears to manage client portfolios directly.