# Gravity Capital Partners, LLC

> 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.

- CRD: 154006
- Filed as: GRAVITY CAPITAL PARTNERS, LLC
- Legal name: Portfolio Thinktank
- Also doing business as: GRAVITY INVESTMENTS INC., PORTFOLIO THINK TANK
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154006
- AdvisorCensus page: https://advisorcensus.com/firm/gravity-capital-partners-llc-154006

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Asset-based fee: 0.15% to 0.84% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $10,647,764
- Discretionary: $10,647,764
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $112,457 |
| Other investment advisers | Fewer than 5 | $10,535,307 |

### 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)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- api.gsphere.net/index.html
- gravityinvestments.com
- gsphere.com
- gsphere.net
- portfoliothinktank.com
- Facebook @PortfolioThinkTank
- LinkedIn @gravity-investments
- LinkedIn @portfolio-thinktank
- X @damschro
- YouTube @gravityinvestments
- YouTube @portfoliothinktank

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,794,560 | 5 | May 26, 2021 |
| October 2022 | $13,435,610 | 4 | August 20, 2022 |
| October 2023 | $11,071,726 | 4 | March 30, 2023 |
| October 2024 | $11,997,551 | 4 | March 29, 2024 |
| October 2025 | $10,973,497 | 5 | April 1, 2025 |
| October 2026 | $10,647,764 | 4 | April 1, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gravity Capital Partners, LLC (CRD 154006): Form ADV filing data as of October 2026.