GULFSTREAM CM, LLC

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 8 -11.11%
of those in investment advisory functions 5
Registration SEC, Approved, 3/20/2013
AUM* 244,042,928 -46.21%
of that, discretionary 244,042,928 -46.21%
Private Fund GAV* 204,277,215 -51.17%
Avg Account Size 11,621,092 -48.77%
% High Net Worth 90.48% 0.53%
SMA’s Yes
Private Funds 2
Contact Info 908 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
802M 688M 573M 458M 344M 229M 115M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$204,277,215

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Brochure Summary

Overview

Gulfstream CM, LLC, founded in 2005, registered with the SEC as an investment adviser in March 2013 with its principal place of business in Summit, New Jersey. The principal owners of the Adviser are Ryan K. Posner and Stephen M. Barral.
The Adviser provides discretionary investment advisory services to its clients, which include Gulfstream Opportunity Fund, LP and Gulfstream Value Fund, LP, each a pooled investment vehicle intended for sophisticated investors (the “Funds”), and also includes high net worth individuals, trusts, corporations and other business entities ("Account Clients"). The Adviser provides investment management services for the Funds and for discretionary Account Clients. The Adviser primarily provides investment advisory services with respect to municipal bonds with investment grade credit ratings. The Adviser provides investment advisory services to Account Clients based
on specific investment objectives and strategies. These investment objectives generally appear in the Account Client’s investment management agreement, investor profile, or other governing documents. Account Clients and prospective clients are advised to carefully review the proposed guidelines for any investment strategy and to review the securities and instruments generally used by Gulfstream to achieve the Adviser’s strategy. Under certain circumstances, the Adviser will agree to tailor advisory services to the individual needs of Account Clients and will allow Account Clients to impose restrictions on investing in certain securities.1 As of December 31, 2023, the Adviser had approximately $244,042,928 of regulatory assets under management, all of which are managed on a discretionary basis.