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GPB CAPITAL HOLDINGS, LLC
CRD 169825File 801-79413
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$646.2M
Above cohort median (national)
Discretionary AUM
$646.2M
Clients
7
7 accounts
Employees
7
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 2, 2014
- Principal office
- 55 OLD FIELD POINT RD, SUITE 1E, GREENWICH, CT, 06830
- Phone
- 855-635-3027
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $646.2M
- Discretionary AUM
- $646.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $92.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $646.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PLEASE SEE ADDITIONAL INFORMATION DISCLOSED IN PART 2A
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11A1
- Q11A2
- Q11B1
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.