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GKB PARTNERS LLC
CRD 298149File 801-114620
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$663.4M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $663.4M
Clients
4
4 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 11, 2019
- Principal office
- Not reported
- Phone
- 203-856-6852
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $663.4M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $663.4M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 4
- Total accounts
- 4
- AUM per client
- $165.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $663.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PARTICIPATION INTEREST & DESCRETIONARY, MERIT-BASED SUCCESS FEE
- Performance-based fees
Advisory activities
- Selection of other advisers
- 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 |
|---|---|---|---|
| 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.