Gravity Capital Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154006
- Registered since
- December 2, 2019
- Website
- portfoliothinktank.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers98.94%
- HNWI1.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Gravity Capital Partners, LLC is a small SEC-registered advisory firm formed in 2019 that acts as a capital allocator and portfolio manager. The firm focuses on discretionary portfolio management for individuals, small businesses and institutional/business clients, and it also performs selection of other advisers — indicating it places client assets with external subadvisors when appropriate. Fee arrangements reported include both a percentage-of-assets model and fixed fees. Gravity Capital Partners does not identify itself as an active ESG investor and is organized as a domestic corporation. Investment preferences tilt strongly toward equities. The firm reports a preference for exchange-traded equities as the primary vehicle for managing client portfolios, and it supplements those exposures with traditional mutual funds and allocations to third-party hedge fund managers. The size and structure of the firm suggest a hands-on approach to a small number of accounts rather than a broad retail footprint.
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
James Damschroder
Founder and CEOCRD 3090789
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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