G
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2021
- Office Locations
- 3
Office Locations
433 Plaza Real Suite 275 Boca Raton FL
-- -- --
-- West Palm Beach FL
About Gulfcrest Capital
Gulfcrest Capital is the registered investment advisory arm of a 50-year family office with a presence in South Florida and Switzerland. The firm partners with long-term investors and their advisors, offering the office’s institutional-style strategies, structures, and services while pursuing select long-horizon opportunities. Its reported managed portfolios are ETF-based and implemented through Interactive Brokers.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$216.8K AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KEVIN ALAN BUSH
Managing Partner
- CRD
- #3252518
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 1 of 1 owners & executives
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K
KEVIN ALAN BUSH
Managing Partner
- CRD
- #3252518
Available
Available
Available
A
ALAN DEAN BUSH MR.
--
- CRD
- #36885
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,168,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,168,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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