Overview
Assets Under Management: $47.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1
Average Client Assets: $250.9 million
Frequently Asked Questions
GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169155), GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. is subject to fiduciary duty under federal law.
GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. is headquartered in NEW YORK, NY.
GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. serves 1 high-net-worth clients according to their SEC filing dated July 25, 2024. View client details ↓
According to their SEC Form ADV, GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. offers portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. manages $47.9 billion in client assets according to their SEC filing dated July 25, 2024.
According to their SEC Form ADV, GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. serves pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.52%
Average Client Assets: $250.9 million
Total Client Accounts: 219
Discretionary Accounts: 216
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 169155
Filing ID: 1891522
Last Filing Date: 2024-07-25 17:36:00