Gasima Financial LLC

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.