GT Investment Partners, LP

RIASEC RegisteredEst. 2022
Total AUM
$853M
Discretionary
$853M
100% of AUM
Avg account
$122M
Accounts
7
Employees
6
Advisory reps
4

Firm details

Headquarters
Irvine, California
CRD number
315867
Registered since
August 3, 2022
Website
gt-gp.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GT Investment Partners, LP is a limited partnership registered as an institutional RIA in 2022 that advises pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its funds and structures, and charges a mix of asset-based fees plus performance-linked fees. It does not identify as a capital allocator, is not active on ESG mandates, and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

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

Contacts

3 of 4
  • Mark Fox

    Mark Fox

    Managing PartnerCRD 7413424

  • Brandon Nakagawa

    Brandon Nakagawa

    Director of FinanceCRD 7707610

  • Jeffrey Willardson

    Jeffrey Willardson

    MemberCRD 4187814

Unlock 1 more contacts

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

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
18952 Mac Arthur Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth