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Gb Merchant Partners, LLC (Boston)


Gb Merchant Partners, LLC is a large advisory firm based in Boston. It manages $447.78 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Georgia, Massachusetts, and New York.

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Gb Merchant Partners 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.

Gb Merchant Partners: assets under management

The assets under management (AUM) of Gb Merchant Partners, LLC is $447.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $447.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.94 million each.
Gb Merchant Partners has custody of $381.29 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gb Merchant Partners, 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.

Indirect Owners

The SEC currently registers 14 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bradley M. Bloom Manager 1 Jan 1998 Other 6025453
Michael Frieze Manager and member of gordon brothers group, llc; trustee of gb massachusetts business trust 1 Jan 1998 25% - 50% 6026624
Robert Sager Manager and member of gordon brothers group, llc; trustee of gb massachusetts business trust 1 Jan 1998 25% - 50% 6026654
Gb Massachusetts Business Trust Member 1 Jun 1999 25% - 50% 04-6894980
Robert Paglia Trustee 1 Dec 2008 Other 6026634
Malcolm Sherman Manager 1 Sep 2009 Other 6026656
Norman Mathews Manager 1 Jul 2011 Other 6026652
George Mrkonic Manager 1 Jul 2011 Other 6026653
Kenneth Joseph Novack Manager 1 Jul 2011 Other 4735972
Gary Martin Talarico Manager 1 Jul 2011 Other 1199707
Norman Matthews Manager 1 Jul 2011 Other 6162190
Richard Winston Thaler Manager 1 Jan 2012 Other 2249084
Kenneth Samuel Frieze Manager 1 Jan 2013 Other 6153272
Robert Francis Diromualdo Manager 1 Jan 2013 Other 6153274

Based in Boston

The principal office where Gb Merchant Partners, LLC performs its advisory services is located at 101 Huntington Avenue, Boston, MA 02199, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-426-3233 or by fax 617-422-6222. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.gordonbrothers.com.


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