{
  "crd_number": 151427,
  "slug": "gobi-capital-llc-beverly-hills-ca-151427",
  "primary_business_name": "GOBI CAPITAL LLC",
  "legal_name": "GOBI CAPITAL LLC",
  "dbas": [],
  "city": "Beverly Hills",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-07-05",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2689434344.0,
  "raum_discretionary": 2689434344.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 2388611289.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 300823055.0,
      "count": 1
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/gobicap"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151427",
  "city_as_filed": "BEVERLY HILLS",
  "url": "https://advisorcensus.com/firm/gobi-capital-llc-beverly-hills-ca-151427",
  "display_name": "Gobi Capital LLC",
  "summary": "Gobi Capital LLC is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Gobi Capital LLC (CRD 151427): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Gobi Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gobi Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Gobi Capital LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $100,000,000: 1.5% a year; $100,000,000 to $200,000,000: 1.25% a year; Above $200,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Gobi Capital LLC located?",
      "a": "Gobi Capital LLC's principal office is in Beverly Hills, CA, according to its Form ADV."
    },
    {
      "q": "Is Gobi Capital LLC registered with the SEC or a state?",
      "a": "Gobi Capital LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 151427."
    },
    {
      "q": "How much does Gobi Capital LLC manage?",
      "a": "Gobi Capital LLC reports $2,689,434,344 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gobi Capital LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gobi Capital LLC: Regulatory assets under management: $1,844,604,094 in the October 2021 data and $2,689,434,344 in the October 2026 data, up 46%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gobi Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Gobi Capital LLC use?",
      "a": "Gobi Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon, N.A. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gobi Capital LLC report any disciplinary disclosures?",
      "a": "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/151427"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1844604094.0,
      "total_employees": 4,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2713390826.0,
      "total_employees": 4,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1689946862.0,
      "total_employees": 4,
      "filing_date": "2023-06-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2109919167.0,
      "total_employees": 4,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2468932609.0,
      "total_employees": 4,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2689434344.0,
      "total_employees": 4,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $100,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$100,000,000 to $200,000,000",
        "rate": "1.25%"
      },
      {
        "band": "Above $200,000,000",
        "rate": "1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $100,000,000: 1.5% a year",
          "$100,000,000 to $200,000,000: 1.25% a year",
          "Above $200,000,000: 1% a year"
        ],
        "quotes": [
          "The management fee is typically a weighted average annual rate determined by applying: (a) a rate of 1.5% per annum with respect to the first $100 million or portion thereof of the Firm AUM",
          "a rate of 1.25% per annum with respect to the next $100 million or portion thereof of the Firm AUM; and (c) a rate of 1.00% per annum with respect to all incremental amounts in excess of $200 million of the Firm AUM."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 100000000.0,
          "rate_pct": 1.5
        },
        {
          "min": 100000000.0,
          "max": 200000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 200000000.0,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The management fee is typically a weighted average annual rate determined by applying: (a) a rate of 1.5% per annum with respect to the first $100 million or portion thereof of the Firm AUM",
      "a rate of 1.25% per annum with respect to the next $100 million or portion thereof of the Firm AUM; and (c) a rate of 1.00% per annum with respect to all incremental amounts in excess of $200 million of the Firm AUM."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "The Bank of New York Mellon, N.A.",
      "name_as_filed": "THE BANK OF NEW YORK MELLON, N.A.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gobi-capital-llc-beverly-hills-ca-151427.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2388611289.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 300823055.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151427",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}