AUMdb
GA

Gld Advisors, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 341098 · SEC file 801-135733 · Miami Beach, FL
☆ Save with Pro ADV data as of Aug 03, 2026
Regulatory AUM
$257M
Discretionary
$0
Clients
1
Avg AUM / client
$257M
Accounts
1
Employees
4

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $257M 100.0%

Nonprofit clients

Charities that reported this firm as a top-paid contractor (investment services) on Form 990.

Charity Location Period
Provident Resources Group Inc EIN 582492101 Baton Rouge, LA 12/31/2023

Foundations & charities (1)

OrganizationTypeAssetsAs of
Provident Resources Group Inc Public charity $3.0B 12/31/2023

From IRS Form 990 investment-management-fee disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/08/2026 853 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
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having 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: Aug 03, 2026.

View current Form ADV (SEC/IAPD) ↗