Insights

Boutique scale GAM operates with a small team of 2-10 employees, indicating a boutique, personalized service model. This presents an opportunity to position scalable advisory solutions and ultra-personalized asset management offerings that complement their lean operations.

Independent focus As an independent investment research and asset management consultancy, GAM may value unbiased third-party tools, research platforms, and compliant outsourcing services that enhance due diligence, governance, and transparency for institutions and high net worth clients.

Institutional reach Their client base includes institutions, family offices, trusts, foundations, and high net worth families. There's potential to cross-sell technology, reporting, and advisory frameworks that streamline complex fiduciary requirements and multi-client reporting.

Digital presence GAM’s tech stack includes WordPress, Google Analytics, and SEO tools, suggesting openness to digital marketing enhancements and client portals. Propose secure client-facing platforms, CRM enhancements, and data analytics to improve client acquisition and retention.

Revenue range Reported revenue of 10M-25M signals mid-market scale with growth potential. Target GAM with scalable advisory software, risk analytics, and performance reporting that aligns with their education-driven, long-term investment philosophy to improve efficiency and client satisfaction.

Georgina Asset Management, LLC Tech Stack

Georgina Asset Management, LLC uses 8 technology products and services including WordPress, RSS, Microsoft 365, and more. Explore Georgina Asset Management, LLC's tech stack below.

  • WordPress
    Content Management System
  • RSS
    Content Management System
  • Microsoft 365
    Email
  • All in One SEO
    Search Engines
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Georgina Asset Management, LLC's Email Address Formats

Georgina Asset Management, LLC uses at least 2 format(s):
Georgina Asset Management, LLC Email FormatsExamplePercentage
FirstLast@gam-llc.comJohnDoe@gam-llc.com
100%
FirstLast@georginaassetmanagement.comJohnDoe@georginaassetmanagement.com
100%

Frequently Asked Questions

What is Georgina Asset Management, LLC's phone number?

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You can contact Georgina Asset Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Georgina Asset Management, LLC's official website and social media links?

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Georgina Asset Management, LLC's official website is georginaassetmanagement.com and has social profiles on LinkedIn.

How much revenue does Georgina Asset Management, LLC generate?

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As of July 2026, Georgina Asset Management, LLC's annual revenue is estimated to be $10M - $25M.

What is Georgina Asset Management, LLC's NAICS code?

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Georgina Asset Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Georgina Asset Management, LLC have currently?

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As of July 2026, Georgina Asset Management, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Legal Staff: R. C.. Explore Georgina Asset Management, LLC's employee directory with LeadIQ.

What industry does Georgina Asset Management, LLC belong to?

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Georgina Asset Management, LLC operates in the Investment Management industry.

What technology does Georgina Asset Management, LLC use?

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Georgina Asset Management, LLC's tech stack includes WordPressRSSMicrosoft 365All in One SEOGoogle AnalyticsGoDaddyApache HTTP ServerApache.

What is Georgina Asset Management, LLC's email format?

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Georgina Asset Management, LLC's email format typically follows the pattern of FirstLast@gam-llc.com. Find more Georgina Asset Management, LLC email formats with LeadIQ.

When was Georgina Asset Management, LLC founded?

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Georgina Asset Management, LLC was founded in 2000.
Georgina Asset Management, LLC logo

Georgina Asset Management, LLC

Investment ManagementCalifornia, United States2-10 Employees

Georgina Asset Management, LLC (GAM) operates as an independent investment research and asset management consultancy that provides unbiased guidance and supervisory services to institutions and high net worth families. The firm emphasizes a disciplined approach that integrates financial objectives with emotional considerations, supporting clients in developing and maintaining investment plans aligned with long-term objectives. Its services span from the educational phase of policy development through ongoing due diligence, manager selection, and plan management, with a focus on clear communication and sustained client service. Based in Santa Monica, California, GAM draws on resources from the global investment management community to help clients stay on course and optimize the potential returns of their assets. The company has a history of working with wealthy individuals, family offices, partnerships, trusts, foundations, and both public and private entities for more than 25 years.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Georgina Asset Management, LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Georgina Asset Management, LLC's revenue is estimated to be in the range of $10M - $25M

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