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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element
- Established Date
- 07-01-2002
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
JAMES SLADE CRUMPTON
MANAGING DIRECTOR, President
- CRD
- --
- Ownership
- 75% or more
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| 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
| 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% |