Firm profile

GOBI CAPITAL LLC

BEVERLY HILLS, CACRD 151427Latest ADV March 31, 2026

Gobi Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.7B in regulatory assets under management, 4 employees, and 8 accounts.

Assets Under Management
$2.7B
Employees
4
Offices
--
Total Clients
8
Primary office
BEVERLY HILLS, CA
8820 WILSHIRE BOULEVARD, SUITE 320, BEVERLY HILLS, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSteven Y. Chen
CFOSteven Y. Chen

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 87.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
87.5%
7
2
Corporations
12.5%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.7Bas of March 31, 2026
Discretionary100.0%
$2.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.7B
Total Accounts8
10Y AUM Change+$2.4B (+757.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee2:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.