The GAMMA WEALTH MANAGEMENT is a privately held investment adviser that advises $424.8mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GAMMA WEALTH MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 2,317.46% over the last 4-years.
The Group has been registered with the SEC for 2.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at EDIFICIO OCHOA 500 CALLE DE LA TANCA SUITE 305, SAN JUAN, PUERTO RICO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 8 investment and 5 non-investment staff. The total number of Employees increased by 550% over the last 5-years.
Their $424.8mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 39 other accounts. Assets of Corporations or Other Businesses clients own $339.64mn or 79.95% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $36.45mn or 8.58% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Corporations or Other Businesses and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
GAMMA 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.