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Garcia Hamilton & Associates LP

● SEC registered since 1998CRD 108017SEC# 801-56194Houston, TX
Export (members)
Ranks #475 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$24.86B
Fund GAV
$28.7M
Private funds
1
Employees
41
Accounts
382
Location
Houston, TX

Garcia Hamilton & Associates LP assets under management

Garcia Hamilton & Associates LP is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 1998. It reports $24.9 billion in regulatory assets under management and employs 41 people. Garcia Hamilton & Associates LP manages 1 private fund with combined gross assets of $28.7 million, including Garcia Hamilton Quality Aggregate Bond Fund, L.P. By regulatory assets, it ranks 475 of 6,004 private fund managers.

Garcia Hamilton & Associates LP private funds

1 funds · $28.7M GAV
FundTypeGross assetsMin.
Garcia Hamilton Quality Aggregate Bond Fund, L.P.Other Private$28.7M$1M

Garcia Hamilton & Associates LP owners & executives

18 reported
NameTitleOwnershipSince
Benjamin D MonkiewiczPartner, Fixed Income Portfolio ManagerUnder 5%2019
Charlotte Cates CastroPartner (jan 2026), Chief Compliance Officer, Director Of HrUnder 5%2025
Connie Falcon DavisPartnerUnder 5%2023
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Frequently asked questions

How much does Garcia Hamilton & Associates LP manage?

Garcia Hamilton & Associates LP reports $24.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Garcia Hamilton & Associates LP manage?

Garcia Hamilton & Associates LP manages 1 private funds with combined gross assets of $28.7 million.

How many employees does Garcia Hamilton & Associates LP have?

Garcia Hamilton & Associates LP reports 41 employees.

Where is Garcia Hamilton & Associates LP located?

Garcia Hamilton & Associates LP is based in Houston, TX and has been SEC-registered since 1998.

Does Garcia Hamilton & Associates LP disclose fund performance?

Garcia Hamilton & Associates LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Houston Center, 1401 McKinney St., Suite 1600, Houston, TX 77010-4037
Phone713-853-2322
Fax713-853-2300
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$24.86B▲ 23%
Jan '25 — $20.24BFeb '25 — $20.24BMar '25 — $22.8BApr '25 — $22.8BMay '25 — $22.8BJun '25 — $22.8BJul '25 — $22.8BAug '25 — $22.8BSep '25 — $22.8BOct '25 — $22.8BNov '25 — $22.8BDec '25 — $22.8BJan '26 — $22.8BFeb '26 — $22.8BMar '26 — $24.86BApr '26 — $24.86BMay '26 — $24.86BJun '26 — $24.86B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 8%
Larger than 92% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$24.86Bregulatory AUM
Discretionary $24.86B

Service providers