Knoxville, TN Office

Gulfstream Capital is a registered investment adviser that primarily serves affluent families with household assets above $1 million, along with high‑net‑worth individuals, families, businesses and endowments. The firm provides asset management, financial planning, family‑office and Personal CFO services, occasional project‑based consulting, and acts as investment manager for one qualified retirement plan.

The firm employs a team‑driven fundamental and quantitative process to construct diversified strategic and tactical asset allocations tailored to each client’s goals, risk tolerance and liquidity needs, and provides ongoing monitoring and quarterly reporting. In addition to traditional portfolio management, Gulfstream offers alternative and private fund investments for qualified investors and a distinct F‑4 strategy that seeks short‑term equity opportunities identified from certain SEC filings and is run in separate accounts at Interactive Brokers.

What sets Gulfstream apart from many peers is its role as a sponsor/manager of multiple private pooled vehicles — for example, Gulfstream Capital Farmland Fund II and Gulfstream Gov REIT, as well as several private equity/pooled investment entities — all of which are closed to new investors. The firm also accepts performance‑based fee arrangements for certain qualified accounts and hosts an annual educational seminar for clients and prospects, disclosures and conflict‑mitigation measures for which are described in its brochure.