Gulfstream Capital is an investment management firm that provides investment advisory services to institutions, endowments, and families. Gulfstream aims to provide diversified investment strategies and mitigate conflicts of interest. The firm offers asset management services, a specific trading strategy called F-4, traditional financial planning services, special services on a project basis, and personal CFO services. Gulfstream also manages private investment vehicles.
Assets Under Management$84M
Clients73
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable. The F-4 Strategy has a flat 2% annual fee. Qualified clients may also pay a performance fee of 20% of the profit for a given quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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