AdvisorCensus / Financial advisors / Gravity Capital Partners, LLC
Gravity Capital Partners, LLC
Filed as GRAVITY CAPITAL PARTNERS, LLC · Legal name Portfolio Thinktank
Gravity Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Gravity Capital Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Gravity Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Gravity Capital Partners, LLC charge?
Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: 0.15% to 0.84% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Gravity Capital Partners, LLC registered with the SEC or a state?
Gravity Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 154006.
How much does Gravity Capital Partners, LLC manage?
Gravity Capital Partners, LLC reports $10,647,764 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).
How have Gravity Capital Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Gravity Capital Partners, LLC: Regulatory assets under management: $10,794,560 in the October 2021 data and $10,647,764 in the October 2026 data, down 1%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
Which custodians does Gravity Capital Partners, LLC use?
Gravity Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services as a custodian holding 10% or more of its separately managed account assets.
Does Gravity Capital 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/154006
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.15% to 0.84% a year (a range, as the brochure states it)
The brochure's wording
Advisory fees range between 0.15% and 0. 84% annually , based on Assets Under Management (AUM) or Assets Under Advisement (AUA) . Specific fees are outlined in each client agreement.
As stated in the firm's Form ADV Part 2A brochure dated April 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$10,647,764 as of October 2026, filing dated April 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Portfolio Thinktank
- Also doing business as
- GRAVITY INVESTMENTS INC., PORTFOLIO THINK TANK
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (6 years)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $10,647,764 | 4 | April 1, 2026 |
| October 2025 | $10,973,497 | 5 | April 1, 2025 |
| October 2024 | $11,997,551 | 4 | March 29, 2024 |
| October 2023 | $11,071,726 | 4 | March 30, 2023 |
| October 2022 | $13,435,610 | 4 | August 20, 2022 |
| October 2021 | $10,794,560 | 5 | May 26, 2021 |
Regulatory assets under management: $10,794,560 in the October 2021 data and $10,647,764 in the October 2026 data, down 1%.
Total employees: 5 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Gravity Capital Partners, LLC (CRD 154006): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gravity-capital-partners-llc-154006