Guiry Capital Management, LLC (Jupiter)

Name: Guiry Capital Management, LLC
Address: 601 Heritage Drive, Jupiter, FL, 33458
Telephone: 561-214-8146

Guiry Capital Management, LLC is a large advisory firm based in Jupiter. It manages $282.89 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and New York.

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

Guiry Capital Management: assets under management

The assets under management (AUM) of Guiry Capital Management, LLC is $282.89 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.01 million in discretionary accounts and $256.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $963.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.54 million.

Investments

The firm invests in investment and business development companies the most. They account for 56% of the total AUM. The second-largest asset type is exchange traded securities, which make up 27% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Guiry Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Guiry Capital Management serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Guiry Capital Management is high net worth individuals with 22 clients and $249.98 million of assets under management. Among the 7 most similar advisory firms, Guiry Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $270.26 million for 28 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.

Guiry Capital Management doesn't advise any private funds.

Careers at Guiry Capital Management, LLC

The company employs 2 people that are either part- or full-time employees. 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
Martin David Guiry	Managing member, chief compliance officer	1 Jul 2002	75% - 100%	1267653

Based in Jupiter

The principal office where Guiry Capital Management, LLC performs its advisory services is located at 601 Heritage Drive, Jupiter, FL 33458, 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 561-214-8146 or by fax 561-214-8147. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at guirycapital.com.