Gsam Stable Value, LLC is a large advisory firm based in Burlington. It manages $53.48 billion of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Illinois, New York, and Texas.
Gsam Stable Value provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gsam Stable Value, LLC is $53.48 billion. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Gsam Stable Value, LLC for their services and products based on a percentage of assets under management. 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.
The firm provides services to insurance companies, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Gsam Stable Value is pension and profit sharing plans with 21 clients and $24.63 billion of assets under management. Among the 8 most similar advisory firms, Gsam Stable Value has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $53.44 billion for 57 clients. None of the firm’s clients are foreign persons or businesses.
Gsam Stable Value also advises several private funds. Namely, six other private funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 21 people that are either part- or full-time employees. 48 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gsam Stable Value, LLC performs its advisory services is located at 100 Bank Street, Burlington, VT 05401, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-902-1000 or by fax 646-769-5786. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at gsam.com.