# Gulfstream Financial Group

Gulfstream Financial Group is an Asset Manager based in Portsmouth, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Portsmouth, United States
- **Region:** North America
- **Address:** Fort Lauderdale, FL, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** gulfstreamfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/gulfstream-financial-group-llc

## Regulatory record

- **CRD number:** 136475
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136475

## About

GULFSTREAM FINANCIAL GROUP LLC is a state-registered investment adviser in PORTSMOUTH, NH. It has one employee. The firm is based in New Hampshire.

## Sectors

- Real Estate
- Private Credit

## People

- James J. Hoeg — President

## Questions

### Is Gulfstream Financial Group a direct lender or a broker?

Gulfstream operates as a direct balance-sheet lender, not a mortgage broker. The firm deploys its own capital into first-lien commercial real estate mortgages rather than arranging financing through third-party banks or institutional lenders. This principal model gives Gulfstream complete control over credit terms and closing timelines.

### What is Gulfstream Financial Group's geographic focus?

The firm concentrates its lending activity in South Florida, with primary coverage across Miami-Dade, Broward, and Palm Beach counties. Gulfstream has built its broker and borrower relationships in this tri-county market since its founding in 2003 and does not operate outside Florida through visible branch offices or regional lending programs.

### Does Gulfstream Financial Group manage third-party investor capital?

No. Gulfstream is a principal lender that deploys its own balance-sheet capital. It does not operate as a fund manager, does not syndicate loans to limited partners, and has not raised external equity or debt funds. All credit risk is retained in-house.

### Who founded Gulfstream Financial Group and runs its investment decisions?

James J. Hoeg incorporated Gulfstream Financial Group in 2003 and serves as its President. As a principal lender with no disclosed outside investors or investment committee, Hoeg is the central decision-maker on credit underwriting, loan structuring, and portfolio management. The firm's governance and succession arrangements are not publicly detailed.

## Related profiles

- [Leading Edge Investment Advisors](https://altss.com/profile/leading-edge-investment-advisorsllc)

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Last updated: 2026-06-03T20:00:00.000Z

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