GUNN & CO ASSET MANAGEMENT INC

RIASEC Registered
Total AUM
$37.7M
Discretionary
$34.2M
91% of AUM
Avg account
$4.7M
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
104750
Custodians
HILLTOP SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • HNWI69.19%
  • Pooled Investment Vehicles17.57%
  • Charitable Organizations9.25%
  • Individuals3.99%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gunn & Co Asset Management Inc is a small, hedge-fund–classified advisory firm that serves both individual/family clients and institutional accounts. The firm emphasizes equity exposure, running portfolios that are primarily invested in exchange-traded securities while also operating a pooled hedge fund vehicle. Advisory activity is split between discretionary portfolio management and management of pooled investment vehicles, and the firm charges both asset-based fees and performance-linked fees alongside other fee arrangements. Gunn & Co tends to concentrate capital across a small number of relationships, which supports a hands-on, tailored management approach rather than a highly diversified retail offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 5%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • ROBERT GUNN

    PrincipalCRD 720257

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
200 Austin Hwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth