$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
7 yrs Firm Age
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- Custodian
- Vanguard ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2019
- Office Locations
- 1
Office Locations
3621 Hillsdale Drive Urbandale IA
About 3G Capital LLC
3G Capital is an owner-operator investment firm founded in 2004, originating from the investment office of Jorge Paulo Lemann, Carlos Alberto Sicupira, and Marcel Herrmann Telles. Led by co-managing partners Alex Behring and Daniel Schwartz, it targets long-term ownership in businesses with iconic brands and strong growth potential, with partners taking active leadership roles.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$387.6K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
G
Guthrie Gethin Gaylord
Investment Advisor, President
- CRD
- #7004555
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,651,286 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,651,286 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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