GPB CAPITAL HOLDINGS, LLC

55 Old Field Point Rd
Suite 1e
Greenwich, Connecticut 06830
Tel: 212.235.2650

About GPB CAPITAL HOLDINGS, LLC

GPB CAPITAL HOLDINGS, LLC, formally registered with the SEC as GPB CAPITAL HOLDINGS, LLC. The firm was established in 04/02/2014. They have over 2 offices throughout the country.

GPB CAPITAL HOLDINGS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $1,150,393,850 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169825
SEC#	801-79413
Assets Managed by Firm	$1,150,393,850
No. of Clients	7
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based
Other (PLEASE SEE ADDITIONAL INFORMATION DISCLOSED IN PART 2A)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$1,150,393,850

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