Van Gorp LLC (New York)

Van Gorp LLC is a large advisory firm based in New York. It manages $180.66 million of regulatory assets for 549 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of New York and Puerto Rico.

Van Gorp provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Van Gorp: assets under management

The assets under management (AUM) of Van Gorp LLC is $180.66 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 35% of the total AUM. The second-largest asset type is sovereign bonds, which make up 18% of the firm’s portfolio. Investments in investment grade corporate bonds form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Van Gorp LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Van Gorp serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Van Gorp is high net worth individuals with 387 clients and $144.24 million of assets under management. Among the 7 most similar advisory firms, Van Gorp has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $180.66 million for 549 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 86% of the firm’s clients are foreign persons or businesses.

Van Gorp doesn't advise any private funds.

Careers at Van Gorp LLC

The company employs 22 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gc Group Capital Llc	Member	1 May 2014	75% - 100%	66-0822368
Olivier Robert Gillier	Managing member & chief compliance officer	1 Jul 2017	Other	3222378
Alfonso E Figueroa Bello	Director of wealth management	1 Feb 2018	Other	5011909
Velina Krassimirova Miteva	Director of operations	1 Mar 2018	Other	6627649
Mikel Eguia	Chief compliance officer	1 Mar 2018	Other	5971176
Federico Righini	Director of trading	1 Mar 2018	Other	6307099

Based in New York

The principal office where Van Gorp LLC performs its advisory services is located at 410 Park Avenue (Tigress/Gc), New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 2122350120 or by fax N/A. The normal business hours are 9:00am - 5:00pm on Monday - Friday.