Great Gable Partners, LP (San Francisco)

Great Gable Partners, LP is an adviser based in San Francisco. It manages $48 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.

Great Gable Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Great Gable Partners: assets under management

The assets under management (AUM) of Great Gable Partners, LP is $48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16 million each.

Great Gable Partners has custody of $30.79 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 Great Gable Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Great Gable Partners, LP

Thomas Telford Rooney has been acting as President since 1 Feb 2007. Joseph Anthony Vafi joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Great Gable Investments	General partner	1 Oct 2004	Other	xxx-xx-xxxx
Kruus Ann Stacey	Cco/cfo/coo	1 Oct 2004	Other	4866974
Stacey Ann Kruus	Chief compliance officer	1 Oct 2004	Other	4866974
Simon Gareth Baker	Managing partner	1 Oct 2004	25% - 50%	2440645
Jacques A Soenens	Managing partner	1 Oct 2004	25% - 50%	2228974
Simon Gareth Baker	Limited partner/cco	1 Jan 2005	75% - 100%	2440645
Jacques A Soenens	Managing partner	1 Jan 2005	25% - 50%	2228974
Kevin Bartholomew Goldstein	Director of research	1 Mar 2005	Other	2836776
Thomas Telford Rooney	Director	1 Feb 2007	Other	1242022
Joseph Anthony Vafi	Chief compliance officer	1 Jan 2013	Other	4141615
Llc East Asset Management	Member	1 Jan 2013	Other	27-3147496

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Terrence M Pegula	Member	1 Jul 2010	50% - 75%	6169669
Kim S Pegula	Member	1 Jul 2010	50% - 75%	6169670

Based in San Francisco

The principal office where Great Gable Partners, LP performs its advisory services is located at 301 Battery Street, San Francisco, CA 94111, 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 415-986-1116 or by fax 415-986-4140. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.