Gsam Stable Value, LLC
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Overview
Gsam Stable Value, LLC is a financial advisory company based in Burlington, Vermont. The company controls $60.0 billion in total assets over 63 client accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). Gsam Stable Value, LLC has a small group, including 6 financial advisors. Gsam Stable Value, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as bonds, options and stocks.
Gsam Stable Value, LLC oversees more than half of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices for the client's account without needing to seek client permission. The firm also oversees 21 non-discretionary accounts totaling $35.1 billion in assets under management. The investment advisory firm oversees an average of $951.9 million for each customer account. The average advisor at Gsam Stable Value, LLC administers about 11 client accounts, placing it among the more individualized advisor firms in the country.
Gsam Stable Value, LLC's headquarters is located at 100 Bank Street, Burlington, Vermont 5401. Gsam Stable Value, LLC is legally allowed to provide services to investors across a few states, including California, Illinois, Nevada, New Hampshire, New York, Texas and Vermont.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gsam Stable Value, LLC by the Numbers
$60.0 billion
11
63
$951.9 million
Products and Services
Gsam Stable Value, LLC offers multiple services, which can consist of portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Notably, it did not provide any of its customers with financial planning services in the prior fiscal year. The company is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers. The company is also affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types charged by the company can consist of the following fee structures: asset-based or other. The company does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm provides services to pooled investment vehicles, pension plans and state or municipal government entities. Out of its 63 clients, Gsam Stable Value, LLC's largest client group by number of accounts is pension plans. None of its accounts are non-U.S. persons.
- 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
Gsam Stable Value, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gsam Stable Value, LLC
Burlington, VT
Burlington, VT
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