Gsb Podium Advisors, LLC (New York)


Gsb Podium Advisors, LLC is a large advisory firm based in New York. It manages $105 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.

Gsb Podium Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gsb Podium Advisors: assets under management

The assets under management (AUM) of Gsb Podium Advisors, LLC is $105 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $105 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105 million each.
Gsb Podium Advisors has custody of $32.7 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gsb Podium Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Gsb Podium Advisors, LLC performs its advisory services is located at 405 Lexington Ave., 54 Th Floor, New York, NY 10174, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-490-6900 or by fax 212-490-6901. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.