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 that acts as an active manager and sponsor of pooled investment vehicles for institutional clients. The firm is structured to serve as a general partner and managing member of pooled funds, focusing its advisory work on portfolio management for those vehicles rather than on direct retail account management. Its business model combines a percentage-of-AUM fee schedule with performance-based fees, which aligns compensation with fund performance and suggests a bias toward strategies where manager skill can generate outsized returns. The firm’s stated allocation interest centers on private credit exposure. That focus, together with its sponsor/GP role, indicates GT Investment Partners builds or oversees credit-oriented pooled vehicles and selects external managers or structures credit strategies to populate those funds. GT Investment Partners is not an active ESG investor and does not operate as a multi-state 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

    Managing PartnerCRD 7413424

  • Brandon Nakagawa

    Director of FinanceCRD 7707610

  • JEFFREY WILLARDSON

    MemberCRD 4187814

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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 MacArthur Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth