GB Investments LLC

The firm provides discretionary investment management through separately managed accounts to individuals, families, trusts, charitable organizations, businesses, and corporations. It is a solo-practitioner advisory business founded in 2016 with the firm’s sole owner serving as chief investment officer, and it generally recommends a $100,000 account minimum while retaining discretion to accept smaller accounts.

The investment approach is value‑oriented and business‑focused, building concentrated equity portfolios of roughly 20–30 companies intended for long‑term ownership (typically a minimum outlook of three to five years) and informed by in‑depth fundamental research supplemented by technical and global macro analysis. Portfolios are individually tailored through an Investment Policy Statement and managed on a discretionary basis, with trade execution and fee collection processed through Interactive Brokers.

Distinctive operational and policy details in the brochure include a relatively small asset base (reported as $1.2 million as of March 7, 2022), an explicit statement that the firm does not vote client proxies (clients receive and vote their own solicitations), and a disclosure in Item 6 describing a 25% profit‑based performance fee for certain qualified/high‑net‑worth clients that appears to conflict with a later Item 19 statement saying the firm does not receive performance‑based compensation. The brochure also highlights concentrated‑portfolio risk and a custodian‑calculated daily fee methodology (daily fee based on end‑of‑day balance divided by 252 trading days), which may be relevant to prospective clients evaluating execution, reporting, and fee mechanics.