$62.1M Total AUM
$62.1M Disc. AUM
-- 3Y CAGR
1 Employees
150 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-18-2015
- Office Locations
- 1
Office Locations
-- Brentwood TN
About GA Pincus Funds, LLC
GA Pincus Funds is a Brentwood, TN RIA that also acts as its own money manager, using a proprietary algorithm inside its in-house platform, GAPTrader, to actively manage client portfolios. The firm provides financial planning and portfolio construction focused on ETF-based asset allocation and risk management, with accounts custodied at Charles Schwab.
Team overview
41 AVG AGE
$62.1M AVG AUM / ADVISOR
$414.1K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
GABRIEL ALEXANDER PINCUS
Chief Compliance Officer, President
- CRD
- #5040736
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
Diana Marie Halenz
Chief Compliance Officer, Owner
- CRD
- #8010375
Available
Available
Available
K
Karyna Doering Hawthorne
Co-Owner
- CRD
- #8010407
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,121,626 | $363,228 |
| Non-Discretionary | $0 | -- |
| Total | $62,121,626 | $363,228 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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