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Gimbal Financial
Gimbal is an SEC-registered investment adviser in Carmel, IN, registered since 2017. The firm manages $290 million in assets, with $270 million on a...
Gimbal Financial
Gimbal is an SEC-registered investment adviser in Carmel, IN, registered since 2017. The firm manages $290 million in assets, with $270 million on a discretionary basis. It has 6 employees and 4 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Carmel
Corporate office
620 N Rangeline Road, Carmel, IN 46032, United States
Principals
Keith Tyner
Advisor
Doug
Advisor
Phil
Advisor
Caleb
Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Gimbal Financial?
The firm is led by Keith Tyner, who is listed as an advisor. Other advisors include Doug, Phil, and Caleb. The firm does not publicly name a Chief Investment Officer or describe an investment committee process.
How does Gimbal Financial source proprietary deal flow?
The firm discloses no sourcing model, proprietary deal flow, or direct investment activity. Its website focuses on general financial guidance, not alternative investments or private markets.
What investment stages and asset classes does Gimbal Financial target?
The firm does not publish any specific asset allocation, stage preferences, or investment vehicles. It describes itself as an independent financial services firm without detailing a strategy.
Does Gimbal Financial make direct investments or focus on fund allocations?
No public information exists about direct investments or fund allocations. The firm does not disclose any portfolio holdings or co-investment activity.
Is Gimbal Financial a single family office?
No. The firm is a registered investment advisor (RIA) serving outside clients, not a family office. Its registration and website positioning indicate a standard wealth management practice.
Where does the underlying wealth come from at Gimbal Financial?
The firm does not disclose any underlying wealth origin. It is not described as managing capital for a single family or individual of notable wealth.
What is Gimbal Financial's known posture on co-investments alongside external GPs?
There is no evidence that Gimbal Financial participates in co-investments. The firm does not reference alternative investments, private equity, or venture capital in any public materials.
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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