SAN JUAN, PRCRD 300050Latest ADV February 24, 2026
Gamma Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Juan, PR. Its latest Form ADV filing, dated February 24, 2026, reports $425M in regulatory assets under management, 13 employees, 1 office, and 108 accounts.
Assets Under Management
$425M
Employees
13
Offices
1 office
Total Clients
103
Primary office
SAN JUAN, PR
EDIFICIO OCHOA 500 CALLE DE LA TANCA, SUITE 305, SAN JUAN, PR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.5% of total clients.
Top client categories% of clientsClients
1
Individuals
49.5%
51
2
Corporations
37.9%
39
3
HNWI
11.7%
12
4
Pooled Investment Vehicles
1.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$425Mas of February 24, 2026
Discretionary98.3%
$417M
98% of total RAUM98.3%
Non-discretionary1.7%
$7M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$425M
Total Accounts108
10Y AUM Change+$324M (+322.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee8:1
10Y Employee Change+5 (+62.5%)
* 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.