Ghk Capital Partners Lp

CRD#306914
Investment Advisor Firm

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Overview

Ghk Capital Partners Lp is a financial advisory firm located in Greenwich, Connecticut. The firm handles $1.2 billion in assets throughout seven accounts, placing it among the bigger firms in the United States by assets under management (AUM). The company has a small group, including 9 financial advisors. Ghk Capital Partners Lp does not act as a registered broker-dealer, signifying that it is not able to 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 defined as tradable fiscal assets such as equities, bonds and options.

Ghk Capital Partners Lp oversees all of the company's accounts in a discretionary manner. Discretionary management means that buy and sell decisions are made by a portfolio manager without needing the customer's consent. Ghk Capital Partners Lp manages roughly $164.8 million in assets for every account. The typical advisor at Ghk Capital Partners Lp manages fewer than one client account, placing it among the most individualized financial advisor firms in the country.

Ghk Capital Partners Lp's headquarters is at 28 Havemeyer Place, Greenwich, Connecticut 06830-6553. The firm is legally allowed to serve customers in the state of Connecticut.

Assets Under Management

$1.2 billion

Number of Advisors

9

Disclosures

No

Office Location

28 Havemeyer Place
Greenwich, CT 06830-6553

Ghk Capital Partners Lp by the Numbers

Total Assets Under Management

$1.2 billion

National Average: $8.6 billion
Total Number of Employees

11

National Average: 64
Total Number of Accounts

7

National Average: 375,227
Average Account Size

$164.8 million

National Average: $23.0 thousand
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Fee Structure

Financial management fees usually depend on which services are offered. However, fee types charged by Ghk Capital Partners Lp can consist of the following fee structures: asset-based, performance-based or other. Ghk Capital Partners Lp does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

The firm provides services to pooled investment vehicles. Out of its seven clients, Ghk Capital Partners Lp's largest client type by number of accounts is pooled investment vehicles. None of the firm's accounts 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

Ghk Capital Partners Lp does not have any disclosures.

Please visit its Form ADV for more details.

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