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GARCIA HAMILTON & ASSOCIATES LP
Garcia Hamilton & Associates LP is a minority-owned fixed-income asset manager founded in 2008, with over $12 billion in client assets.
GARCIA HAMILTON & ASSOCIATES LP
GARCIA HAMILTON & ASSOCIATES LP is an SEC-registered investment adviser in HOUSTON, TX, registered since 1998. The firm manages approximately $24.9 billion in assets. It has 41 employees and 12 investment advisers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Houston
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at Garcia Hamilton & Associates?
The firm is co-founded by Joe Hamilton and Rick Garcia. Joe Hamilton serves as CIO and president, overseeing the fixed-income investment process. Rick Garcia is CEO, focused on business strategy and client relationships.
What asset classes does Garcia Hamilton focus on?
The firm invests primarily in US Treasuries, mortgage-backed securities (agency and non-agency), corporate bonds (investment grade and high yield), and municipal bonds. It also covers some government agency debt.
Is Garcia Hamilton structured as a family office or an asset manager?
Garcia Hamilton is a registered investment advisor (RIA) that acts as an institutional asset manager, not a family office. It manages capital for pension funds, endowments, foundations, and some family offices.
Does the firm offer direct investments or only pooled vehicles?
It offers both separately managed accounts (SMAs) and pooled vehicles, such as commingled funds. Clients typically choose based on their need for customization or liquidity.
What geographic markets does Garcia Hamilton cover?
The firm primarily targets the US fixed-income market. While it may hold some non-US dollar sovereign bonds, its core focus remains US government and credit markets.
Where does the firm's underlying wealth come from?
The firm does not manage wealth from a single family; it is a broadly owned asset manager with institutional clients. Principals Joe Hamilton and Rick Garcia have backgrounds in finance and built the firm from their own expertise.
What is the firm's known posture on co-investments alongside external GPs?
Garcia Hamilton does not typically engage in private co-investments. Its strategies are focused on liquid fixed-income securities, so it does not participate in fund-of-funds or direct private equity deals.
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