Gkm Newport Generation Advisors, LLC (Los Angeles)


Gkm Newport Generation Advisors, LLC is a large advisory firm based in Los Angeles. It manages $701 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Gkm Newport Generation 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.

Gkm Newport Generation Advisors: assets under management

The assets under management (AUM) of Gkm Newport Generation Advisors, LLC is $701 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17425% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $701 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gkm Newport Generation 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Erica C Busher Member 1 Oct 2004 25% - 50% 4541286
Anthony Sandford Rust Member 1 Oct 2004 25% - 50% 2498739

Based in Los Angeles

The principal office where Gkm Newport Generation Advisors, LLC performs its advisory services is located at 11150 Santa Monica Blvd., Los Angeles, CA 90025, 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 310-268-2621 or by fax 310-268-0870. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday.