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Gerrity Investments Ii, LLC (Carlsbad)


Gerrity Investments Ii, LLC is a large advisory firm based in Carlsbad. It manages $197.94 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Washington.

Gerrity Investments Ii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gerrity Investments Ii: assets under management

The assets under management (AUM) of Gerrity Investments Ii, LLC is $197.94 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $197.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.94 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gerrity Investments Ii, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Carlsbad

The principal office where Gerrity Investments Ii, LLC performs its advisory services is located at 5973 Avenida Encinas, Carlsbad, CA 92008 4479, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 760-804-8600 or by fax 760-804-8622. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday.


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