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Gilbert Capital Group, Inc.

● SEC registered since 2021CRD 117268SEC# 801-120810
Export (members)
Reg. AUM
$139.9M
Employees
3
Accounts
329
Location

Gilbert Capital Group, Inc. assets under management

Gilbert Capital Group, Inc. is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $139.9 million in regulatory assets under management and employs 3 people.

Gilbert Capital Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Beatrice Alperin Gilbert ControlTreasurer50-75%1998
Cass Augustus Gilbert ControlChief Compliance Officer50-75%1998
Cass Augustus Gilbert ControlPresident50-75%1998

Frequently asked questions

How much does Gilbert Capital Group, Inc. manage?

Gilbert Capital Group, Inc. reports $139.9 million in regulatory assets under management on its Form ADV.

How many employees does Gilbert Capital Group, Inc. have?

Gilbert Capital Group, Inc. reports 3 employees.

Does Gilbert Capital Group, Inc. disclose fund performance?

Gilbert Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone207-657-6900
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.9M
Non-discretionary$3M
Total (RAUM)$139.9M