Gb Positive Delta Asset Managent, LLC (Los Angeles)

Name: Gb Positive Delta Asset Managent, LLC
Address: 3250 Wilshire Boulevard, Los Angeles, CA, 90010
Telephone: 213-427-8913

Gb Positive Delta Asset Managent, LLC is a large advisory firm based in Los Angeles. It manages $77 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

Gb Positive Delta Asset Managent provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Gb Positive Delta Asset Managent: assets under management

The assets under management (AUM) of Gb Positive Delta Asset Managent, LLC is $77 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 million in discretionary accounts and $75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gb Positive Delta Asset Managent, 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.

Careers at Gb Positive Delta Asset Managent, LLC

Andi Kim has been acting as President since 1 Nov 2004. Inc. Gb Asset Group joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andi Kim	President/chief compliance officer	1 Nov 2004	Other	2309800
Inc. Gb Asset Group	Owner	1 Apr 2009	75% - 100%	26-4659548

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Golden Bridge Financial Holdings	Owner	1 Apr 2009	75% - 100%	80-0149796

Based in Los Angeles

The principal office where Gb Positive Delta Asset Managent, LLC performs its advisory services is located at 3250 Wilshire Boulevard, Los Angeles, CA 90010, 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 213-427-8913 or by fax 866-357-4701. The normal business hours are 09:00 - 16:00 on Monday - Friday. You can find more information about the New York firm at www.positivedelta.com.