Gkb Partners LLC (Weston)

Gkb Partners LLC is a large advisory firm based in Weston. It manages $342 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018.

Gkb Partners provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gkb Partners: assets under management

The assets under management (AUM) of Gkb Partners LLC is $342 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in non-exchange traded securities the most. They account for 84% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 16% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gkb Partners LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gkb Partners serves?

The only and largest group of clients of Gkb Partners is high net worth individuals with 2 clients and $342 million of assets under management. Among the 11 most similar advisory firms, Gkb Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $342 million for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Gkb Partners doesn't advise any private funds.

Careers at Gkb Partners LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph John Batcha	Cco & managing member	1 Mar 2012	75% - 100%	7038487

Based in Weston

The principal office where Gkb Partners LLC performs its advisory services is located at 28 High Meadow Road, Weston, CT 06883, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-856-6852. The normal business hours are 9am - 5pm on Monday - Friday.