9AT: GKB PARTNERS LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 02/11/2019
Contact Info	203 xxxxxxx

AUM^*	663,402,907 14%
of that, discretionary	0
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	165,850,727 14%
% High Net Worth	100.00%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CENTRAL PINE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM332.4m	#Funds-
Adviser FBL WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM9.2m	#Funds-
Adviser BROOKLAWN CAPITAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM124.0m	#Funds-
Adviser FIRST AMERICAN ASSET ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM191.8m	#Funds-
Adviser HERITAGE FINANCIAL COUNSELORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM235.9m	#Funds-
Adviser FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM160.0m	#Funds-
Adviser GLOBAL INVESTMENT ADVISER LC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM276.4m	#Funds-
Adviser PF ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM238.4m	#Funds-
Adviser ASSET RISK CONSULTANTS (UK) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser INNOVA ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM264.8m	#Funds-

Brochure Summary

Overview

A. Description of the Advisory Firm GKB Partners LLC (“GKB,” the “Adviser,” “we,” or “our”) is a Connecticut limited liability company formed in May 2012, by Joseph Batcha, who is the sole proprietor. GKB filed for registration as an investment adviser with the SEC in December 2018. B. Types of Advisory Services Offered GKB is a specialized investment adviser that presently focuses on providing investment management and advisory services on a non-discretionary basis to high net worth individuals. We provide advice to our clients on a broad range of opportunities, including venture capital and late-stage private equity investments, private funds, public and private debt and equity instruments, and options strategies. C. Client Tailored Services & Client Imposed Restrictions The specific

investment management services that we provide to an individual client is set forth in the investment management agreement entered into between GKB and that client. Clients may update us over the course of the relationship regarding specific preferences, such as a preference for, or restriction against, investing in companies in particular industries and specific geographic areas. We will work closely with clients to accommodate such specific restrictions. However, clients have the discretion to choose whether or not to invest in any particular opportunity we present to them. D. Wrap Fee Programs GKB does not sponsor or participate in wrap fee programs. E. Assets Under Management As of December 31st 2021, GKB had $492,691,574 in non-discretionary regulatory assets under management.

GKB PARTNERS LLC

GKB PARTNERS LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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GKB PARTNERS LLC GKB PARTNERS LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

GKB PARTNERS LLC

GKB PARTNERS LLC