GDI CAPITAL PARTNERS LLC

Adviser information for GDI CAPITAL PARTNERS LLC last updated from Form ADV on March 29th, 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 Wyoming, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
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 No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0 $0
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 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation
Other Business Activities EXEMPT REPORTING ADVISOR

Identifiers

SEC RIA File Number 802-129307
SEC ERA File Number 802-129307
SEC CIK Numbers 2001608
SEC CRD Numbers 329315
Legal Entity Identifier None

Principal Office

5900 BALCONES DRIVE
#15328
AUSTIN
TX
United States
Monday - Friday, 08:00-17:00
Tel: 682-243-7610, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
GDI CAPITAL PARTNERS LLC POOLED INVESTMENT FUND $0.0M $0.1M 3

Control Persons

Name Type Entity Title Since Ownership
GDI CAPITAL PARTNERS LLC Domestic Entity EXEMPT REPORTING ADVISOR 11/2023 > 75%
Wong, Brandon, Ming-Gee Individual CHIEF COMPLIANCE OFFICER 11/2023 25-50%

No. Employees, Historic

0002023202420250 on 12/6/20230 on 2/5/20240 on 3/29/2024