Gia Partners, LLC. is a large advisory firm based in New York. It manages $2.33 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of New York and Texas.
Gia 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.
The assets under management (AUM) of Gia Partners, LLC. is $2.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gia Partners, LLC. 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.
The firm provides services to pension and profit sharing plans and state or municipal government entities. The largest group of clients of John Chigounis is pension and profit sharing plans with 9 clients and $1.57 billion of assets under management. Among the 8 most similar advisory firms, Gia Partners has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $2.11 billion for 18 clients. None of the firm’s clients are foreign persons or businesses.
Gia Partners doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Chigounis has been acting as President since 1 Jul 2009. Eduardo Luis Cortes has served as the Chief Investment Officer since 1 Jul 2009. Arnold Bernard West joined the executive team most recently as the Director, Institutional Sales.
The principal office where Gia Partners, LLC. performs its advisory services is located at 12 East 49 Th Street, New York, NY 10017, 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 212-893-7810 or by fax 212-893-7830. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at giallc.com.