GULFSTREAM CAPITAL

Overview

Gulfstream Capital is an independent registered investment adviser organized as an LLC that acts as both advisor and capital allocator for individual, family and institutional clients. The firm combines portfolio management and financial planning with a sponsor role on pooled vehicles, which means it not only advises clients but also structures and manages private funds as general partner or managing member. Its advisory services include portfolio management for individuals and pooled investment vehicles, financial planning and educational workshops. Fee arrangements are flexible: Gulfstream Capital uses asset-based fees alongside hourly, fixed-fee engagements and performance-based arrangements, which supports work with both discretionary mandates and bespoke advisory assignments. The firm signals a clear tilt toward liquid public markets while maintaining an active program of private fund sponsorship and third‑party alternative allocations. Gulfstream is not positioned as an ESG-focused manager and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices