GERVAIS CAPITAL MANAGEMENT, LLC

GERVAIS CAPITAL MANAGEMENT, LLC of WILSON, WY is an SEC-registered investment adviser (CRD 299347). Regulatory assets under management: $155.9M.

Registration

• CRD: 299347
• SEC file number: 801-130485
• Type: Registered investment adviser
• Location: 3485 NORTH PINES WAY, SUITE 105, WILSON, WY, 83014
• Phone: (914) 433-5223
• Latest filing: 2026-06-24
• Regulatory AUM: $155.9M
• Discretionary AUM: $143.2M
• Non-discretionary AUM: $12.7M
• Clients: 1
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions, Investment cos.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299347 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search