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GIA PARTNERS, LLC.
CRD 151207File 801-70518
APPROVED
Filing as of Mar 16, 2026
Feed vintage Aug 28, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$1.06B
Clients
8
17 accounts
Employees
10
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 9, 2009
- Principal office
- 12 EAST 49TH STREET, 33RD FLOOR, NEW YORK, NY, 10017
- Phone
- 212-893-7810
- Website
- HTTP://WWW.GIALLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.06B
- Discretionary AUM
- $1.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $132.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.6M |
| State or municipal government entities | 8 | $762.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 16 | 8 | decreased by8 |
| Apr 1, 2026 | AUM | $984,720,847 | $1,058,638,484 | increased by$73,917,637 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 10 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 16 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,451,936,004 | $984,720,847 | decreased by$1,467,215,157 |
| Apr 1, 2022 | AUM | $2,446,515,705 | $2,451,936,004 | increased by$5,420,299 |
| Apr 1, 2022 | Accounts | 18 | 17 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GIA PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GIA PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.