GBS FINANCE, LLC
CRD #164538 SEC #801-77015 MIAMI, FL 917 603 1484
SEC Registered
Total AUM
$26.3M
Discretionary
$17M
Employees
2
Clients
1
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $26.3M | $17M | $9.3M | 2 | 2 |
| Mar 2022 | $46.2M | $29.9M | $16.3M | 2 | 3 |
| Jul 2021 | $31.3M | $25.6M | $5.7M | 3 | 4 |
| Mar 2021 | $31.3M | $25.6M | $5.7M | 3 | 4 |
| Oct 2020 | $178.2M | $73.1M | $105.2M | 4 | 14 |
| Jun 2020 | $178.2M | $73.1M | $105.2M | 4 | 14 |
| Mar 2020 | $178.2M | $73.1M | $105.2M | 4 | 14 |
| Apr 2019 | $152.2M | $73.2M | $79M | 5 | 16 |
| Feb 2019 | $152.2M | $73.2M | $79M | 5 | 16 |
| Jan 2018 | $308.5M | $74.8M | $233.7M | 4 | 18 |
| Mar 2017 | $177.7M | $28.9M | $148.8M | 4 | 11 |
| Jan 2017 | $177.7M | $28.9M | $148.8M | 4 | 11 |
| May 2016 | $143.8M | $0 | $143.8M | 3 | 1 |
| May 2016 | $143.8M | $0 | $143.8M | 3 | 1 |
| May 2016 | $143.8M | $0 | $143.8M | 3 | 1 |
| Feb 2016 | $143.8M | $0 | $143.8M | 3 | 1 |
| Apr 2015 | $2.1B | $1.5M | $2.1B | 5 | 1 |
| Mar 2014 | $2.6B | $36M | $2.5B | 5 | 1 |
| Dec 2013 | $2.6B | $1.5M | $2.6B | 5 | 1 |
| Jun 2013 | $1.2B | $43M | $1.2B | 5 | 1 |
| Apr 2013 | $512M | $7M | $505M | 5 | 0 |
| Dec 2012 | $75M | $75M | $0 | 5 | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2023
Total AUM$26.3M
Discretionary$17M
Non-Disc.$9.3M
Employees2
Clients2
DateMar 2022
Total AUM$46.2M
Discretionary$29.9M
Non-Disc.$16.3M
Employees2
Clients3
DateJul 2021
Total AUM$31.3M
Discretionary$25.6M
Non-Disc.$5.7M
Employees3
Clients4
DateMar 2021
Total AUM$31.3M
Discretionary$25.6M
Non-Disc.$5.7M
Employees3
Clients4
DateOct 2020
Total AUM$178.2M
Discretionary$73.1M
Non-Disc.$105.2M
Employees4
Clients14
DateJun 2020
Total AUM$178.2M
Discretionary$73.1M
Non-Disc.$105.2M
Employees4
Clients14
DateMar 2020
Total AUM$178.2M
Discretionary$73.1M
Non-Disc.$105.2M
Employees4
Clients14
DateApr 2019
Total AUM$152.2M
Discretionary$73.2M
Non-Disc.$79M
Employees5
Clients16
DateFeb 2019
Total AUM$152.2M
Discretionary$73.2M
Non-Disc.$79M
Employees5
Clients16
DateJan 2018
Total AUM$308.5M
Discretionary$74.8M
Non-Disc.$233.7M
Employees4
Clients18
DateMar 2017
Total AUM$177.7M
Discretionary$28.9M
Non-Disc.$148.8M
Employees4
Clients11
DateJan 2017
Total AUM$177.7M
Discretionary$28.9M
Non-Disc.$148.8M
Employees4
Clients11
DateMay 2016
Total AUM$143.8M
Discretionary$0
Non-Disc.$143.8M
Employees3
Clients1
DateMay 2016
Total AUM$143.8M
Discretionary$0
Non-Disc.$143.8M
Employees3
Clients1
DateMay 2016
Total AUM$143.8M
Discretionary$0
Non-Disc.$143.8M
Employees3
Clients1
DateFeb 2016
Total AUM$143.8M
Discretionary$0
Non-Disc.$143.8M
Employees3
Clients1
DateApr 2015
Total AUM$2.1B
Discretionary$1.5M
Non-Disc.$2.1B
Employees5
Clients1
DateMar 2014
Total AUM$2.6B
Discretionary$36M
Non-Disc.$2.5B
Employees5
Clients1
DateDec 2013
Total AUM$2.6B
Discretionary$1.5M
Non-Disc.$2.6B
Employees5
Clients1
DateJun 2013
Total AUM$1.2B
Discretionary$43M
Non-Disc.$1.2B
Employees5
Clients1
DateApr 2013
Total AUM$512M
Discretionary$7M
Non-Disc.$505M
Employees5
Clients0
DateDec 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0