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Gervais Capital Management, LLC

● SEC registered since 2024CRD 299347SEC# 801-130485Wilson, WY
Export (members)
Reg. AUM
$134.4M
Employees
1
Accounts
166
Location
Wilson, WY

Gervais Capital Management, LLC assets under management

Gervais Capital Management, LLC is a registered investment adviser overseen by the SEC based in Wilson, WY. The firm has been registered since 2024. It reports $134.4 million in regulatory assets under management and employs 1 people.

Gervais Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Donald George Gervais ControlManaging Member & Chief Compliance OfficerOver 75%2018
Susan Katz GervaisTechnology Associate10-25%2018

Frequently asked questions

How much does Gervais Capital Management, LLC manage?

Gervais Capital Management, LLC reports $134.4 million in regulatory assets under management on its Form ADV.

How many employees does Gervais Capital Management, LLC have?

Gervais Capital Management, LLC reports 1 employees.

Where is Gervais Capital Management, LLC located?

Gervais Capital Management, LLC is based in Wilson, WY and has been SEC-registered since 2024.

Does Gervais Capital Management, LLC disclose fund performance?

Gervais Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3485 North Pines Way, Suite 105, Wilson, WY 83014
Phone(914) 433-5223
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.6M
Non-discretionary$4.8M
Total (RAUM)$134.4M