Gavilan Investment Partners LLC
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Overview
Gavilan Investment Partners LLC operates as a financial advisory company located in Burlingame, California. The firm oversees $128.7 million in assets throughout two client accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). It has a small team, including 1 financial advisor. Gavilan Investment Partners LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, options and stocks.
Gavilan Investment Partners LLC manages all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without needing client authorization. The investment advisory firm's average account size is $64.4 million. The average financial advisor at Gavilan Investment Partners LLC manages around two client accounts, making it one of the most personalized advisor firms in the country.
The firm's headquarters is located at 330 Primrose Rd., Burlingame, California 94010.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gavilan Investment Partners LLC by the Numbers
$128.7 million
2
2
$64.4 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by the company most likely are comprised of some combination of the following fee types: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles and sovereign wealth funds. Out of its two accounts, Gavilan Investment Partners LLC's largest client group is sovereign wealth funds. Around 50% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gavilan Investment Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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