Gef Management Corporation (Bethesda)

Name: Gef Management Corporation
Address: 4800 Montgomery Lane, Bethesda, MD, 20814
Telephone: 240-482-8900

Gef Management Corporation is a large advisory firm based in Bethesda. It manages $737.67 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Gef Management Corporation 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.

Gef Management Corporation: assets under management

The assets under management (AUM) of Gef Management Corporation is $737.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 254% since the beginning of its operation, and $364.61 million of the total AUM is attributable to clients outside of the United States.

The firm manages $737.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.13 million each.

Gef Management Corporation has custody of $737.67 million in cash and securities for 21 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gef Management Corporation 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.

What kind of clients Gef Management Corporation serves?

The only and largest group of clients of Gef Management Corporation is pooled investment vehicles with 21 clients and $737.67 million of assets under management. Among the 6 most similar advisory firms, Gef Management Corporation has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $737.67 million for 21 clients. 38% of the firm’s clients are foreign persons or businesses.

Gef Management Corporation also advises several private funds. Namely, twenty private equity funds and one securitized asset fund. The minimum investment commitment required of non-related persons ranges from $50,000 to $5,000,000.

Careers at Gef Management Corporation

The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hugh Jeffrey Leonard	President & ceo, board member, director of relying advisor	1 Dec 1989	Other	4359204
John Edwin Earhart	Chairman of the board, managing partner	1 Dec 1989	Other	4361274
James Paul Gregory	Board member	1 Jan 1994	Other	4361317
Marie Smith Minton	Treasurer, secretary & trustee	1 Jan 1994	Other	4361312
Harold Painter	Trustee	1 Jan 1998	25% - 50%	4363243
Wendell William Robinson	Vice president	1 Feb 1998	Other	401856
Gef Management Corporation Employee Stock Ownership Plan & Trust	Trust	1 May 1998	25% - 50%	52-2138640
Bruce Hamilton Macleod	Board member, managing partner	1 Jul 1998	Other	4361337
Julia Anne Pulzone	Managing director	1 Jun 2004	Other	4824014
Barry Ulrich	Managing director	1 Jan 2006	Other	5303785
Brian James Foist	Chief operating officer	1 Dec 2006	Other	5317186
J Leonard Assets Llc	Owner	1 Jan 2010	25% - 50%	xxx-xx-xxxx
Global Environment Fund	Owner of relying advisers	1 Sep 2010	75% - 100%	107208
Gordon Ian Carrihill	Director of relying adviser's board	1 Sep 2010	Other	6049328
Katie Marie Vasilescu	Director of relying adviser's board	1 Oct 2010	Other	6049194
Stuart Michael Barkoff	Director of relying adviser's board, general counsel	1 May 2011	Other	6047978
Rajesh Pai	Director of relying adviser's board	1 May 2011	Other	6049227
Brian James Foist	Treasurer of the board, cfo & chief compliance officer, director of relying advisor	1 Jan 2012	Other	5317186
Professional Fiduciary Services Llc	Esop trustee	1 Jul 2012	Other	26-0225450
Kian Esteghamat	Director of relying advisor	1 May 2014	Other	6087646
Llc Canepa Gef Holdings	Owner of relying advisers	1 May 2014	Other	46-4582191
Katie Marie Vasilescu	Cco, cao	1 Feb 2017	Other	6049194
Stephen Guffey	Cfo	1 Feb 2017	Other	6753779
Stuart Michael Barkoff	Director of relying advisor's board, general counsel, coo	1 Feb 2017	Other	6047978

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Hugh Jeffrey Leonard	Owner	1 Jan 2010	25% - 50%	4359204

Based in Bethesda

The principal office where Gef Management Corporation performs its advisory services is located at 4800 Montgomery Lane, Bethesda, MD 20814, 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 240-482-8900. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at globalenvironmentfund.com.