Gia Partners, Llc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 16
- Avg AUM / client
- $66.2M
- Accounts
- 17
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 8 | $763M | 72.1% |
| Corporations and other businesses | Fewer than 5 clients | $10.6M | 1.0% |
| Other | 8 | $285M | 26.9% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cortes, Eduardo, Luis | Chief Investment Officer | Jul 2009 (17y) | 50% – 75% | |
| Ellis, David, T | Managing Director | Jul 2009 (17y) | 10% – 25% | |
| Tang, Hamburg | Managing Director | Jul 2009 (17y) | 10% – 25% | |
| Tseng, Albert, K. | Managing Director & Deputy Cio | Jul 2009 (17y) | 10% – 25% | |
| Vallancourt O'neill, Victoria, Lynn | Chief Compliance Officer & Chief Operating Officer | Jul 2009 (17y) | Less than 5% | |
| West, Arnold, Bernard | Director, Institutional Relationships | Sep 2014 (12y) | Less than 5% | |
| Krishnan, Aswini | Director, Analyst/Manager | Feb 2019 (8y) | Less than 5% | |
| Escobar, Miguel | Director, Anaylst/Manager | Jan 2020 (7y) | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $543M (51% of AUM) Mar 2026
- State Street $423M (40% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗