G
GDS Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,672,632
Clients
40
43% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$491,816
About
The firm provides discretionary portfolio management and periodic investment consultations to individuals, high-net-worth individuals, trusts and estates, tailoring portfolios to clients’ objectives and risk tolerance. It serves a relatively small roster of clients and maintains an account minimum of $150,000, billing on a percentage-of-assets basis and working through major custodians for account administration.
The firm’s investment approach is value-oriented and catalyst-driven, emphasizing business strength, management quality, conservative valuation and free cash flow, and it routinely analyzes corporate actions such as spin-offs, mergers, restructurings and recapitalizations. Research draws on financial publications, third‑party research and in‑house analysis, and portfolios are reviewed at least monthly with discretionary authority to implement changes.
What is noteworthy for a firm of this size is the principal’s prior institutional experience as a portfolio manager and director of research combined with a focused, event-driven value strategy that targets misunderstood or mispriced securities. The firm also maintains a formal Code of Ethics with annual training and monitoring and discloses that the adviser and employees may trade in the same securities as clients, with procedures intended to manage potential conflicts.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,001+: 1.00%
Account minimum: $150,000 Fee-only: Annual fees charged as a percentage of assets under management, deducted quarterly in arrears.
Main office location
GDS Investments, LLC
West Chester PA, United States
Number of offices
1
Most active in
GDS Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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