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Gravity Capital Partners, LLC

SEC-registered investment adviserCRD 154006

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.

6 years
registered since 2019
$10,647,764
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How 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 2A

Asset-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

$10,647,764 as of October 2026, filing dated April 1, 2026.

Discretionary: $10,647,764.Non-discretionary: $0.

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.D
High net worth individuals
Clients Fewer than 5 Assets $112,457 (1%)
Other investment advisers
Clients Fewer than 5 Assets $10,535,307 (99%)

A 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
CO

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$10.8M 2021 $13.4M 2022 $11.1M 2023 $12M 2024 $11M 2025 $10.6M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$10,647,7644April 1, 2026
October 2025$10,973,4975April 1, 2025
October 2024$11,997,5514March 29, 2024
October 2023$11,071,7264March 30, 2023
October 2022$13,435,6104August 20, 2022
October 2021$10,794,5605May 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 months

No 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.I
api.gsphere.net/index.htmlgravityinvestments.comgsphere.comgsphere.netportfoliothinktank.com

Source: 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