Overview
Assets Under Management: $244 million
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 23
Average Client Assets: $2.2 million
Frequently Asked Questions
GULFSTREAM CM, LLC 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 #165459), GULFSTREAM CM, LLC is subject to fiduciary duty under federal law.
GULFSTREAM CM, LLC is headquartered in SUMMIT, NJ.
GULFSTREAM CM, LLC serves 23 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, GULFSTREAM CM, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
GULFSTREAM CM, LLC manages $244 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, GULFSTREAM CM, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.51%
Average Client Assets: $2.2 million
Total Client Accounts: 25
Discretionary Accounts: 25
Regulatory Filings
CRD Number: 165459
Filing ID: 2073980
Last Filing Date: 2026-03-31 17:03:19