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Gulfstream Capital, LLC

Gulfstream Capital, LLC. CRD 120669

Gulfstream Capital, LLC logo

CRD: 120669

Gulfstream Capital, LLC

Wilmington, NC
9196243031
$30.0M Total AUM
$30.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Element
Established Date
07-01-2002
Office Locations
1

Office Locations

-- Wilmington NC

About Gulfstream Capital, LLC

Gulfstream Capital is a Wilmington, NC fee-only investment manager and consultant serving individuals and select institutions, endowments and foundations. The firm builds globally informed, locally implemented portfolios using a core diversification approach spanning roughly 12-15 asset classes beyond traditional stock/bond mixes, with research-driven customization and advice designed to avoid investment-bank conflicts. Primary custodian: Charles Schwab.

Team overview

-- AVG AGE
$30.0M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
24 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Optima Value Pioneer Beacon matrix Timber Ridge oak Signal bridge

Client Personas

Unison unison Meridian unison

Custodian

North Peak signal

Investment Themes

Element north Wave Pathway summit

Investment Vehicles

Vector

Services

Capital pioneer Beacon Quantum Bridge crest Prime Vector bridge

Technology

Insight

Owner & Executives

J

JAMES SLADE CRUMPTON

MANAGING DIRECTOR, President

CRD
--
Ownership
75% or more
(945) 568-1655
element.oak@meridiancapital.com
in linkedin.com/in/pioneer-bridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $30,000,000 --
Non-Discretionary $0 --
Total $30,000,000 --

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Separately Managed Accounts

Total SMA Asset: $30,000,000

$30.0M Total SMA
Equity - Exchange:
8.1%
Cash:
39.9%
U.S. Government/Agency:
31.8%
Municipal Bonds:
20.2%
Asset class Assets Assets %
Equity - Exchange $683,090,976 8.1%
Cash $3,364,855,550 39.9%
U.S. Government/Agency $2,681,764,574 31.8%
Municipal Bonds $1,703,510,830 20.2%
Total $8,433,221,930 100.0%

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