Gravity Capital Partners, LLC

RIASEC RegisteredEst. 2019
Total AUM
$10.6M
Discretionary
$10.6M
100% of AUM
Avg account
$5.3M
Accounts
2
Employees
4
Advisory reps
1

Firm details

Headquarters
,
CRD number
154006
Registered since
December 2, 2019
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • James Damschroder

    James Damschroder

    Founder and CEOCRD 3090789

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth