Gasima Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,363,568
Clients
13
Advisors
3
of 3 employees
About
Gasima Financial LLC provides discretionary investment advisory and portfolio management services to a small client base that includes separately managed accounts for individuals as well as multiple private pooled investment vehicles structured as limited partnerships and limited liability companies. Clients include high-net-worth individuals, institutions and qualified investors, and each pooled vehicle is governed by its specific Fund or SPV offering documents.
The firm pursues both catalyst-driven, long/short global equity strategies through its strategic opportunities fund and venture-style private equity and debt investments through its growth funds, and it may employ derivatives, convertibles, PIPEs, short positions and leverage as part of its investment activity. For separately managed accounts Gasima generally manages portfolios on a discretionary basis, while pooled vehicles are managed under the terms of their partnership or LLC agreements and may include side‑letter arrangements for certain investors.
Compared with peers of similar size, Gasima is notable for acting as a private fund adviser and fund sponsor across multiple onshore and offshore pooled funds and single‑asset SPVs while also using performance‑based compensation structures (performance fees, incentive allocations and carried interest) disclosed in its offering documents. The brochure also discloses operational features that can create conflicts seen less often among supported firms — including solicitation of fund investors, the potential for side letters or preferential terms, and offering ancillary tax preparation services through a third party.
Client services
Expertise
Fee options
$0+: 1.0% annually for SMAs (negotiable) $0+: 1.5% annually for Founders Class (Gasima Global Strategic Opportunities Fund and Gasima Growth Funds during investment period) $0+: 1.75% annually for Class A (Gasima Global Strategic Opportunities Fund) $0+: 2.0% annually for Class A (Gasima Growth Funds during investment period) $0+: 1.5% annually for Founders Class (Gasima Growth Funds after investment period, on Outstanding Cost Basis) $0+: 2.0% annually for Class A (Gasima Growth Funds after investment period, on Outstanding Cost Basis)
Hourly fees for tax preparation services offered through an unaffiliated third party; fees vary based on complexity.
Performance fees as Incentive Allocation or Carried Interest typically 10%-20% of gains depending on class and fund; also Performance Fee on SMAs based on New Net Investment Profits monthly.
Account minimum: $250,000
Main office
304 W Venice Ave, Suite 204
Venice FL 34285
Advisors at this office
3
Most active in
Florida · Massachusetts
Also doing business as
Gasima Financial LLC · Gasima Global · Gasima Global Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Anthony P
Series 65
Venice, FL
Gasima Financial LLC
Anthony Patton is a financial advisor at Gasima Financial LLC with a Series 65 designation and no prior industry experience. Before joining Gasima Financial, he worked for the FBI since 2022 and held various roles within the U.S. Federal Government from 1992 to 2019. Gasima Financial LLC provides discretionary investment advisory and portfolio management services to high-net-worth individuals, institutions, and qualified investors through separately managed accounts and multiple private pooled investment vehicles. The firm employs catalyst-driven long/short global equity strategies and venture-style private equity and debt investments, acting as both a private fund adviser and sponsor across onshore and offshore funds.
Matthew Y
Series 65
Venice, FL
Gasima Financial LLC
Matthew Yu is a financial advisor at Gasima Financial LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at firms including Credit Suisse and Rock Springs Investments, where he serves as Global Equities Portfolio Manager. Yu also provides investment consulting services through his own firm, VYU Advisors LLC. Gasima Financial LLC offers discretionary investment advisory and portfolio management services to a select group of high-net-worth individuals, institutions, and qualified investors. The firm manages separately managed accounts and multiple private pooled investment vehicles, employing strategies such as catalyst-driven long/short global equity and venture-style private equity and debt investments.
Anthony P
Series 63, Series 65
Venice, FL
Gasima Financial LLC
Anthony Pacione is a financial advisor with Gasima Financial LLC in Venice, FL, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Gasima Global Asset Management LLC since 2017 and previously at JMP Securities LLC from 2013 to 2017. Gasima Financial LLC provides discretionary investment advisory and portfolio management services to a small client base, including high-net-worth individuals, institutions, and qualified investors. The firm manages separately managed accounts and multiple private pooled investment vehicles, employing long/short global equity strategies as well as venture-style private equity and debt investments.
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