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Garcia Hamilton & Associates LP

● SEC registered since 1998CRD 108017SEC# 801-56194Houston, TX
Export (members)
Ranks #318 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$22.8B
Fund GAV
$54.1M
Private funds
1
Employees
38
Accounts
417
Location
Houston, TX

Garcia Hamilton & Associates LP assets under management

Garcia Hamilton & Associates LP is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 1998. It reports $22.8 billion in regulatory assets under management and employs 38 people. Garcia Hamilton & Associates LP manages 1 private fund with combined gross assets of $54.1 million, including Garcia Hamilton Quality Aggregate Bond Fund, L.P. By regulatory assets, it ranks 318 of 5,911 private fund managers.

Garcia Hamilton & Associates LP private funds

1 funds · $54.1M GAV
FundTypeGross assetsMin.
Garcia Hamilton Quality Aggregate Bond Fund, L.P.Other Private$54.1M$1M

Garcia Hamilton & Associates LP owners & executives

19 reported
NameTitleOwnershipSince
Benjamin D MonkiewiczPartner, Fixed Income Portfolio ManagerUnder 5%2019
Charlotte Cates CastroChief Compliance OfficerUnder 5%2025
Connie Falcon DavisPartnerUnder 5%2023
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Frequently asked questions

How much does Garcia Hamilton & Associates LP manage?

Garcia Hamilton & Associates LP reports $22.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Garcia Hamilton & Associates LP manage?

Garcia Hamilton & Associates LP manages 1 private funds with combined gross assets of $54.1 million.

How many employees does Garcia Hamilton & Associates LP have?

Garcia Hamilton & Associates LP reports 38 employees.

Where is Garcia Hamilton & Associates LP located?

Garcia Hamilton & Associates LP is based in Houston, TX and has been SEC-registered since 1998.

Does Garcia Hamilton & Associates LP disclose fund performance?

Garcia Hamilton & Associates LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Houston Center, 1401 McKinney St., Suite 1600, Houston, TX 77010-4037
Phone713-853-2322
Fax713-853-2300
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$22.8B
Non-discretionary$0
Total (RAUM)$22.8B

Service providers

Auditor
Custodian
Administrator