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GERVAIS CAPITAL MANAGEMENT, LLC

WILSON, WY · CRD 299347 · IAPD ↗ · gervaiscapital.com · (914) 433-5223

$155.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
July 2026 — GERVAIS CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($739,752 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
July 2024 — GERVAIS CAPITAL MANAGEMENT, LLC (WILSON, WY) is newly SEC-registered with $116.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.