# GKB Partners LLC

> GKB Partners LLC is an SEC-registered investment advisory firm, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 298149
- Filed as: GKB PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298149
- AdvisorCensus page: https://advisorcensus.com/firm/gkb-partners-llc-298149

## Quick answers

**How is GKB Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GKB Partners LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is GKB Partners LLC registered with the SEC or a state?**
GKB Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 298149.

**How much does GKB Partners LLC manage?**
GKB Partners LLC reports $663,402,907 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have GKB Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for GKB Partners LLC: Regulatory assets under management: $500,187,485 in the October 2021 data and $663,402,907 in the October 2026 data, up 33%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does GKB Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4).

**Does GKB Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298149

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $663,402,907
- Discretionary: $0
- Non-discretionary: $663,402,907

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $663,402,907 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $500,187,485 | 1 | March 29, 2021 |
| October 2022 | $611,933,902 | 1 | March 30, 2022 |
| October 2023 | $492,691,574 | 1 | March 31, 2023 |
| October 2024 | $583,026,886 | 1 | April 1, 2024 |
| October 2025 | $684,580,640 | 1 | March 31, 2025 |
| October 2026 | $663,402,907 | 1 | March 31, 2026 |

Regulatory assets under management: $500,187,485 in the October 2021 data and $663,402,907 in the October 2026 data, up 33%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GKB Partners LLC (CRD 298149): Form ADV filing data as of October 2026.