Gyre Investment Advisors, LLC (New York)


Gyre Investment Advisors, LLC is a large advisory firm based in New York. It manages $74 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Georgia, and New York.

Gyre Investment Advisors provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gyre Investment Advisors: assets under management

The assets under management (AUM) of Gyre Investment Advisors, LLC is $74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 196% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gyre Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Vision Fuel Holdings Member 1 Aug 2004 75% - 100% 76-0753093
Michael G. Philipp Second Irrevocable Trust Member 1 Jan 2005 25% - 50% 20-6420901
Hoon Tae Won Managing member 1 Sep 2005 Other 2116889
Neil Smith Managing member 1 Sep 2005 Other 5103214

Based in New York

The principal office where Gyre Investment Advisors, LLC performs its advisory services is located at 551 Fifth Avenue, New York, NY 10167 The mailing address of the firm is 817 W. Peachtree Street, N.W., Atlanta, GA 30308. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-953-4801 or by fax 212-953-4807. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.