Gbx Fund Management, Ltd.
SEC-registered
Investment Adviser
CRD 281080
· SEC file 802-107834
· Cleveland, OH
· WWW.GBXGROUP.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $84.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hp Fund 2018 (Qp) Llc | Real Estate Fund | Delaware | $22.1M | 106 |
| Hp Fund 2017 (Qp) Llc | Real Estate Fund | Ohio | $13.0M | 68 |
| Diversified Hp 2015 Investors Llc | Liquidity Fund | Ohio | $7.7M | 96 |
| Diversified Hp 2016 Investors Llc (Qp) | Real Estate Fund | Ohio | $6.9M | 62 |
| Hp Fund 2017 Llc | Real Estate Fund | Ohio | $6.1M | 76 |
| Diversified Hp 2014 Investors Llc | Real Estate Fund | Ohio | $5.7M | 95 |
| Hp Fund 2018 Llc | Real Estate Fund | Delaware | $4.6M | 91 |
| Diversified Hp 2016 Investors Llc | Real Estate Fund | Ohio | $4.3M | 99 |
| Historic Investment Fund 2017 Llc | Real Estate Fund | Delaware | $3.9M | 56 |
| 445 E Market Investment Llc | Real Estate Fund | Delaware | $3.7M | 28 |
| Hp15 Opportunity Fund Llc | Real Estate Fund | Ohio | $2.7M | 25 |
| Sidecar Investments, Llc | Real Estate Fund | Ohio | $1.9M | 36 |
| Asheville Bb 2018 Llc | Real Estate Fund | Delaware | $1.9M | 17 |
| Gbx Renewable Energy Tax Credit Fund 2014 A Llc | Private Equity Fund | Ohio | $392K | 7 |
| Peery Hotel Investment Llc | Real Estate Fund | Delaware | $16.6K | 14 |
Private funds (20, $84.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hp Fund 2018 (Qp) Llc | Real Estate Fund | $22.1M | $100K | 106 |
| Hp Fund 2017 (Qp) Llc | Real Estate Fund | $13.0M | $100K | 68 |
| Diversified Hp 2015 Investors Llc | Liquidity Fund | $7.7M | $25.0K | 96 |
| Diversified Hp 2016 Investors Llc (Qp) | Real Estate Fund | $6.9M | $50.0K | 62 |
| Hp Fund 2017 Llc | Real Estate Fund | $6.1M | $100K | 76 |
| Diversified Hp 2014 Investors Llc | Real Estate Fund | $5.7M | $25.0K | 95 |
| Hp Fund 2018 Llc | Real Estate Fund | $4.6M | $100K | 91 |
| Diversified Hp 2016 Investors Llc | Real Estate Fund | $4.3M | $50.0K | 99 |
| Historic Investment Fund 2017 Llc | Real Estate Fund | $3.9M | $100K | 56 |
| 445 E Market Investment Llc | Real Estate Fund | $3.7M | $100K | 28 |
| Hp15 Opportunity Fund Llc | Real Estate Fund | $2.7M | $25.0K | 25 |
| Sidecar Investments, Llc | Real Estate Fund | $1.9M | $25.0K | 36 |
| Asheville Bb 2018 Llc | Real Estate Fund | $1.9M | $100K | 17 |
| Gbx Renewable Energy Tax Credit Fund 2014 A Llc | Private Equity Fund | $392K | $500K | 7 |
| Peery Hotel Investment Llc | Real Estate Fund | $16.6K | $100K | 14 |
| Gbx Renewable Energy Tax Credit Fund 2016 A Llc | Private Equity Fund | $0 | $50.0K | 1 |
| Gbx Renewable Energy Tax Credit Fund 2015 A Llc | Private Equity Fund | $0 | $500K | 4 |
| Global X Historic Tax Credit Fund 2012 A, Ltd. | Private Equity Fund | $0 | $100K | 2 |
| Global X Historic Tax Credit Fund 2013 A, Ltd. | Private Equity Fund | $0 | $100K | 2 |
| Gbx Renewable Energy Tax Credit Fund 2013 A Llc | Private Equity Fund | $0 | $500K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3 MB | 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
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗