Hedge Fund Database

GIBRALTAR CAPITAL MANAGEMENT, INC.

Adviser information for GIBRALTAR CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 15th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Oklahoma, United States

Employees

Total Number of Employees 22
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 375 $746.3M
Non-Discretionary 1 $4.6M
Total 376 $750.9M

Clients

Type Number RAUM
Individuals 197 $72.2M
HNW Individuals 171 $559.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 3 $105.6M
Pension and profit sharing plans <5 $4.6M
Charitable organizations <5 $1.1M
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 <5 $8.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number 801-66289
SEC ERA File Number 801-66289
SEC CIK Numbers 1625986
SEC CRD Numbers 122328
Legal Entity Identifier None

Principal Office

7304 S. YALE AVENUE
TULSA
OK
United States
Monday - Friday, 8:00AM - 4:00PM
Tel: 918-492-4209, Fax: None

Websites

www.gibraltar-capital.com www.gcmwealth.com www.linkedin.com/company/gcmwealth www.youtube.com/channel/ucf2sykr9gjytr8f0jgnzj4q www.facebook.com/gcmwealth/

Chief Compliance Officer

MCCRARY O LOWE
VICE PRESIDENT
7304 S. YALE AVENUE
TULSA
OK
United States
Tel: 918-492-4209
(Full email address available in API data)

Regulatory Contact

JAMES E REDMAN
PRESIDENT
7304 S. YALE AVENUE
TULSA
OK
United States
Tel: 918-492-4209
(Full email address available in API data)

Industry Affiliates

GCM AIM III, LLC Sponsor, GP, manager of pooled investment vehicles
GCM AIM, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
GCM OPPORTUNITIES FUND I, LLC Real Estate Fund $21.2M $0.1M 26
GCM OPPORTUNITIES FUND II, LLC Real Estate Fund $32.0M $0.1M 43
GCM OPPORTUNITIES FUND III, LLC Real Estate Fund $52.4M $0.1M 75

Control Persons

Name Type Entity Title Since Ownership
REDMAN, JAMES, EDWARD Individual – PRESIDENT 07/2002 50-75%
LOWE, MCCRARY, OLIVER Individual – VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 08/2002 25-50%
MEYER, LINDA Individual – BOARD MEMBER 07/2002 5-10%
WHITWELL, SARA ELIZABETH Individual – BOARD MEMBER 07/2002 5-10%

No. Employees, Historic

30150201920202021202220232024202511 on 4/29/201911 on 3/30/202011 on 4/30/202011 on 6/15/202011 on 3/12/202113 on 3/29/202113 on 5/11/202114 on 3/30/202214 on 5/9/202222 on 3/31/202322 on 4/3/202322 on 12/26/202322 on 3/15/2024

RAUM, Historic

800M400M02019202020212022202320242025490713829 on 4/29/2019579004706 on 3/30/2020579004706 on 4/30/2020579004706 on 6/15/2020579004706 on 3/12/2021611428849 on 3/29/2021611428849 on 5/11/2021752140694 on 3/30/2022752140694 on 5/9/2022719383135 on 3/31/2023719383135 on 4/3/2023719383135 on 12/26/2023750855822 on 3/15/2024

No. Clients, Historic

40020002019202020212022202320242025206 on 4/29/2019196 on 3/30/2020196 on 4/30/2020196 on 6/15/2020196 on 3/12/2021215 on 3/29/2021215 on 5/11/2021282 on 3/30/2022282 on 5/9/2022351 on 3/31/2023351 on 4/3/2023351 on 12/26/2023371 on 3/15/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AAON INC COM PAR $0.004 233K 3K –
ALPHABET INC CAP STK CL A 208K 1K –
ALPHABET INC CAP STK CL C 14M 75K –
AMARIN CORP PLC SPONS ADR NEW 10K 14K –
AMAZON COM INC COM 516K 3K –
AMERICAN CENTY ETF TR US SML CP VALU 210K 2K –
APA CORPORATION COM 6M 205K –
APPLE INC COM 14M 65K –
APTIV PLC SHS 10M 146K –
BANK AMERICA CORP COM 6M 159K –
BERKSHIRE HATHAWAY INC DEL CL A 2M 4 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 4K –
BOOKING HOLDINGS INC COM 8M 2K –
BRISTOL-MYERS SQUIBB CO COM 5M 112K –
COMMERCE BANCSHARES INC COM 324K 6K –
CONSTELLATION BRANDS INC CL A 7M 26K –
CORPAY INC COM SHS 5M 20K –
COTERRA ENERGY INC COM 12M 465K –
CSX CORP COM 1M 36K –
CVS HEALTH CORP COM 8M 137K –
DISNEY WALT CO COM 7M 67K –
ENTERPRISE PRODS PARTNERS L COM 201K 7K –
ETF OPPORTUNITIES TRUST APPLIED FINA VAL 1M 29K –
EXXON MOBIL CORP COM 7M 63K –
FIDELITY COVINGTON TRUST ENHANCED INTL 314K 11K –
HELMERICH & PAYNE INC COM 229K 6K –
HOME DEPOT INC COM 801K 2K –
HUNTINGTON BANCSHARES INC COM 335K 25K –
JANUS DETROIT STR TR HENDRSON AAA CL 10M 198K –
JPMORGAN CHASE & CO. COM 7M 32K –
LEIDOS HOLDINGS INC COM 8M 54K –
MASTERCARD INCORPORATED CL A 9M 21K –
MERCK & CO INC COM 7M 57K –
MICROSOFT CORP COM 13M 29K –
MONSTER BEVERAGE CORP NEW COM 6M 117K –
MORGAN STANLEY COM NEW 991K 10K –
NIKE INC CL B 6M 73K –
NOVO-NORDISK A S ADR 207K 1K –
NVIDIA CORPORATION COM 358K 3K –
NXP SEMICONDUCTORS N V COM 11M 41K –
ONEOK INC NEW COM 262K 3K –
PAYPAL HLDGS INC COM 7M 124K –
RTX CORPORATION COM 261K 3K –
SOUTHWEST AIRLS CO COM 7M 231K –
SPDR S&P 500 ETF TR TR UNIT 369K 678 –
WALMART INC COM 2M 36K –
WELLS FARGO CO NEW COM 7M 123K –