The GIBRALTAR WEALTH MANAGEMENT is a privately held investment adviser that advises $212.66mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GIBRALTAR WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 155.85% over the last 5-years.
The Group has been registered with the SEC for 4.03 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1117 OLD YORK ROAD, ABINGTON, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 5 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $212.66mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $183.92mn or 86.49% of Total Assets and Individuals own $22.99mn or 10.81% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
GIBRALTAR WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.