Gni Capital Inc. is a related adviser based in Greenville. It manages $54.91 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of South Carolina.
Gni Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. 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 Gni Capital Inc. is $54.91 million. The firm's AUM has grown by 53% 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 Gni Capital Inc. 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.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Gni Capital is corporations or other businesses with 0 clients and $42.42 million of assets under management. Among the 6 most similar advisory firms, Gni Capital has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $54.91 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gni Capital doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
The principal office where Gni Capital Inc. performs its advisory services is located at 124 Verdae Blvd, Greenville, SC 29607, 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 864-288-4221 or by fax 864-288-5218. The normal business hours are 9:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at gnicapital.com.