Institutional
    SEC Registered

    Garcia Hamilton & Associates LP

    Registered investment advisor · Houston, Texas · CRD #108017

    Assets Under Management
    $24.9B
    Client Accounts
    382
    Employees
    41
    CRD Number
    108017
    Registration
    SEC Registered
    Custodian
    Northern Trust Corporation, State Street Corporation, The Bank Of New York Mellon Corporation

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Garcia Hamilton & Associates LP

    We are a 100% employee-owned, Texas HUB, and MBE certified asset management firm with over $20 billion in high-quality, domestic fixed income assets under management (as of December 31, 2023).

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Garcia Hamilton & Associates LP's AUM?

    Garcia Hamilton & Associates LP reports approximately $24.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Garcia Hamilton & Associates LP headquartered?

    Garcia Hamilton & Associates LP is headquartered in Houston, Texas.

    What is Garcia Hamilton & Associates LP's CRD number?

    Garcia Hamilton & Associates LP's CRD number is 108017. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Garcia Hamilton & Associates LP manage?

    Garcia Hamilton & Associates LP manages approximately 382 client accounts according to its latest SEC filing.

    Is Garcia Hamilton & Associates LP SEC registered?

    Yes, Garcia Hamilton & Associates LP is registered with the SEC as an investment adviser with an approved registration status.

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