Gallant Capital Partners LLC (Los Angeles)

Name: Gallant Capital Partners LLC
Address: 1800 Avenue Of The Stars, Los Angeles, CA, 90067
Telephone: (310) 362-3303

Gallant Capital Partners LLC is a large advisory firm based in Los Angeles. It manages $115.18 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Gallant Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gallant Capital Partners: assets under management

The assets under management (AUM) of Gallant Capital Partners LLC is $115.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $115.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.59 million each.

Gallant Capital Partners has custody of $115.18 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gallant Capital Partners 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 Gallant Capital Partners serves?

The only and largest group of clients of Gallant Capital Partners is pooled investment vehicles with 2 clients and $115.18 million of assets under management. Among the 10 most similar advisory firms, Gallant Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $115.18 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Gallant Capital Partners also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Gallant Capital Partners LLC

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No 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
Anthony James Guagliano	Partner, chief compliance officer	1 Dec 2017	50% - 75%	3111652
Jonathan Ira Gimbel	Partner	1 Dec 2017	50% - 75%	3276686

Based in Los Angeles

The principal office where Gallant Capital Partners LLC performs its advisory services is located at 1800 Avenue Of The Stars, Los Angeles, CA 90067, 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 (310) 362-3303. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at gallantcapital.com.