Gulfstream Asset Management

Overview

Gulfstream Asset Management is an independent, owner-operated registered investment adviser that concentrates on serving high-net-worth individuals and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection and oversight of outside advisers. Gulfstream charges clients either a percentage of assets under management or fixed fees, and acts as a capital allocator—placing client capital with third-party managers when specialized exposure is needed. Investment activity is centered on pooled public funds and mutual funds for core equity and fixed-income exposures, while the firm supplements those holdings with allocations to private-market and alternative strategies. Gulfstream does not identify as an active ESG investor. It operates with a small client base and manages all reported assets on a discretionary basis, using third-party managers and Schwab custody to execute and hold positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices