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Financial Counseling Associates
FINANCIAL COUNSELING ASSOCIATES, INC is an SEC-registered investment adviser since 2014. The firm manages $104 million in assets, $97 million on a...
Financial Counseling Associates
FINANCIAL COUNSELING ASSOCIATES, INC is an SEC-registered investment adviser since 2014. The firm manages $104 million in assets, $97 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
1985
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Martin J. Gross
President & Chief Investment Officer
Steven Gross
Senior Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Financial Counseling Associates?
Martin J. Gross is the founder, president, and chief investment officer. He has led the firm's investment strategy since 1985, applying a value-oriented framework across both public equities and private credit. His son Steven Gross serves as a senior portfolio manager and is active in the credit underwriting process.
Does Financial Counseling Associates participate in fund commitments or only direct deals?
The firm does not operate as a fund-of-funds and does not allocate to third-party managers. All deployment is direct—either into publicly traded equities through its value strategy or into privately originated loans through its affiliated lending vehicle, Financial Credit LLC. This direct-only posture eliminates layered fees and gives the investment team full control over the underwriting.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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