9AT: GULFSTREAM CM, LLC

other names

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, 03/20/2013

AUM^*	244,042,928 -46.21%
of that, discretionary	244,042,928 -46.21%
Private Fund GAV^*	204,277,215
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

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

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 FOREFRONT ANALYTICS, LLC	Hedge Fund56.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV56.5m	AUM500.4m	#Funds1
Adviser WEST TOWER GROUP, LLC	Hedge Fund384.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV384.2m	AUM384.2m	#Funds4
Adviser JET CAPITAL INVESTORS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM451.8m	#Funds-
Adviser OAKMONT CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM528.4m	#Funds-
Adviser CORSAIR CAPITAL MANAGEMENT, L.P.	Hedge Fund498.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV498.1m	AUM498.1m	#Funds6
Adviser ANALOG CENTURY MANAGEMENT LP	Hedge Fund372.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV372.7m	AUM665.9m	#Funds2
Adviser BRIGHTLIGHT CAPITAL	Hedge Fund471.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV471.5m	AUM471.5m	#Funds1
Adviser CARTICA MANAGEMENT, LLC	Hedge Fund1.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7m	AUM1.7m	#Funds2
Adviser HEDONOVA ADVISORS LLC	Hedge Fund823.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV823.8m	AUM823.8m	#Funds1
Adviser THOMIST CAPITAL MANAGEMENT, LP	Hedge Fund370.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV370.2m	AUM445.2m	#Funds1

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.

Revenue	{{ Info.Revenue \| formatUSD }}
Headquarters	{{ Info.Headquarters }}

GULFSTREAM CM, LLC

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview