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Gulfstream Global Investors, Ltd. (Addison)


Gulfstream Global Investors, Ltd. is a large advisory firm based in Addison. It manages $362.72 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oklahoma and Texas.

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Gulfstream Global Investors provides portfolio management for individuals and small businesses 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.

Gulfstream Global Investors: assets under management

The assets under management (AUM) of Gulfstream Global Investors, Ltd. is $362.72 million. 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 $360.26 million in discretionary accounts and $2.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.96 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.47 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gulfstream Global Investors, Ltd. for their services and products based on a percentage of assets under management. 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.

Based in Addison

The principal office where Gulfstream Global Investors, Ltd. performs its advisory services is located at 15305 Dallas Parkway, Addison, TX 75001, 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 972-866-7880 or by fax 972-866-7881. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.westam.com.


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