THE GORES GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$287M
Discretionary
$287M
100% of AUM
Avg account
$144M
Accounts
2
Employees
10
Advisory reps
4

Firm details

Headquarters
Beverly Hills, California
CRD number
160598
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Gores Group, LLC is structured as a private equity manager and sponsor that focuses on pooled investment vehicles for institutional clients. The firm operates primarily as a sponsor, general partner and managing member of private funds, providing portfolio management for those pooled vehicles rather than acting as a broad wealth manager for retail clients. Its reported activities emphasize private equity as the primary investment vehicle, supported by allocations to real estate and private credit strategies. The firm also self-identifies as an active ESG investor, which suggests that environmental, social and governance factors are part of its due diligence and ongoing portfolio oversight. Fee arrangements include standard percentage-of-AUM charges alongside performance-based fees and other fee components common to private fund structures. The Gores Group’s client base is institutional, and its regulatory profile shows SEC registration dating back to 2012.

Assets & Accounts

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

Owners & executives

1 of 1
  • ALEC GORES

    Chairman and Chief Executive OfficerCRD 4815489

Contacts

3 of 3
  • MARK STONE

    Senior Managing DirectorCRD 6029301

  • JENNIFER CHOU

    Senior Managing DirectorCRD 4569922

  • EDWARD JOHNSON

    Senior Manager DirectorCRD 4754736

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9800 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth