GUNN & CO ASSET MANAGEMENT INC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents5%
Contacts
1 of 1ROBERT GUNN
PrincipalCRD 720257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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