GUIRY CAPITAL MANAGEMENT, LLC
Adviser information for GUIRY CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 22 | $38.9M |
| Non-Discretionary | 47 | $186.2M |
| Total | 69 | $225.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $189,344 |
| HNW Individuals | 25 | $173.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 7 | $15.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $35.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-61356 |
|---|---|
| SEC ERA File Number | 801-61356 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 122056 |
| Legal Entity Identifier | None |
Principal Office
3801 PGA BLVD.SUITE 600
PALM BEACH GARDENS
FL
United States
Monday - Friday, 9AM - 6PM
Tel: 561-337-5224, Fax: None
Websites
Chief Compliance Officer
MARTIN GUIRY
MANAGING MEMBER
3801 PGA BLVD.
SUITE 600
PALM BEACH GARDENS
FL
United States
Tel:
561-337-5224
M*@*********************M
(Full email address available in API data)
Regulatory Contact
MARTIN GUIRY
MANAGING MEMBER
3801 PGA BLVD
SUITE 600
PALM BEACH GARDENS
FL
United States
Tel:
561-337-5224
M*@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GUIRY, MARTIN, DAVID | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 07/2002 | > 75% |