Gulf Stream Asset Management, LLC is a large advisory firm based in Charlotte. It manages $3.81 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2009.
Gulf Stream Asset Management 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.
The assets under management (AUM) of Gulf Stream Asset Management, LLC is $3.81 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gulf Stream Asset Management, 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.
Mark Brennan Mahoney has been acting as President since 1 Aug 2002. James Scott Anderson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Gulf Stream Asset Management, LLC performs its advisory services is located at 4201 Congress Street, Charlotte, NC 28209 4614, 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 704-552-7711 or by fax 704-552-7744. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at gulfstreammgmt.com.