Gilbert Capital Group, Inc.
● SEC registered since 2021CRD 117268SEC# 801-120810
Reg. AUM
$158.1M
Employees
3
Accounts
334
Location
—
Gilbert Capital Group, Inc. assets under management
Gilbert Capital Group, Inc. is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $158.1 million in regulatory assets under management and employs 3 people.
Gilbert Capital Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beatrice Alperin Gilbert Control | Treasurer | 50-75% | 1998 |
| Cass Augustus Gilbert Control | President | 50-75% | 1998 |
| Cass Augustus Gilbert Control | Chief Compliance Officer | 50-75% | 1998 |
Frequently asked questions
How much does Gilbert Capital Group, Inc. manage?
Gilbert Capital Group, Inc. reports $158.1 million in regulatory assets under management on its Form ADV.
How many employees does Gilbert Capital Group, Inc. have?
Gilbert Capital Group, Inc. reports 3 employees.
Does Gilbert Capital Group, Inc. disclose fund performance?
Gilbert Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 207-657-6900 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.1M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$158.1Mregulatory AUM
Discretionary $157.9MNon-discretionary $209K