GERVAIS CAPITAL MANAGEMENT, LLC
CRD #299347 SEC #801-130485 WILSON, WY (914) 433-5223
SEC Registered
Total AUM
$134.4M
Discretionary
$129.6M
Employees
1
Clients
26
Accounts
166
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GERVAIS, DONALD, GEORGE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERVAIS, DONALD, GEORGE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GERVAIS, DONALD, GEORGE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Gervais, Susan, Katz | I | TECHNOLOGY ASSOCIATE | B | |
| Gervais, Susan, Katz | I | TECHNOLOGY ASSOCIATE | B | |
| Gervais, Susan, Katz | I | TECHNOLOGY ASSOCIATE | B |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
3485 NORTH PINES WAYSUITE 105
WILSON, WY 83014
United States
Phone: (914) 433-5223