Gcm Customized Fund Investment Group, L.P. (New York)
Gcm Customized Fund Investment Group, L.P. is a large advisory firm based in New York. It manages $26.88 billion of regulatory assets for 175 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Delaware, Illinois, Michigan, North Carolina, and Texas.
Gcm Customized Fund Investment Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Gcm Customized Fund Investment Group: assets under management
The assets under management (AUM) of Gcm Customized Fund Investment Group, L.P. is $26.88 billion. The firm's AUM has grown by 35% since the beginning of its operation, and $4.93 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in pooled investment vehicles the most. They account for 80% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 20% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Gcm Customized Fund Investment Group, L.P. for their services and products based on a percentage of assets under management, fixed fees, 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 Joanne Jungmin Park serves?
The only and largest group of clients of Joanne Jungmin Park is pooled investment vehicles with 169 clients and $25.78 billion of assets under management. Among the 8 most similar advisory firms, Gcm Customized Fund Investment Group has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $25.78 billion for 169 clients. 26% of the firm’s clients are foreign persons or businesses.
Gcm Customized Fund Investment Group also advises several private funds. Namely, one hedge fund, eight real estate funds, and one hundred fifty seven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $2,050,000,000.
Careers at Gcm Customized Fund Investment Group, L.P.
The company employs 138 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people 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.
Joanne Jungmin Park has been acting as President since 1 Dec 2013. Frederick Emmer Pollock joined the executive team most recently as the Managing Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 9 indirect owners.Based in New York
The principal office where Gcm Customized Fund Investment Group, L.P. performs its advisory services is located at 767 Fifth Avenue, New York, NY 10153 0002, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-362-3700 or by fax 646-362-0902. The normal business hours are 9:00am -5:00pm on Monday - Friday. You can find more information about the New York firm at gcmlp.com/.
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