Drawbridge Capital, LLC (Tulsa)

Name: Drawbridge Capital, LLC
Address: 7134 S.Yale Ave, Tulsa, OK, 74136
Telephone: 918-493-4190

Drawbridge Capital, LLC is a large advisory firm based in Tulsa. It manages $111.49 million of regulatory assets for 648 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Arkansas, California, Colorado, and 7 other states.

Drawbridge Capital provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and hourly consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Drawbridge Capital: assets under management

The assets under management (AUM) of Drawbridge Capital, LLC is $111.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $111.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.06 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 75% of the total AUM. The second-largest asset type is exchange traded securities, which make up 12% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Drawbridge Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gary Michael Stanislawski serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Gary Michael Stanislawski is individuals with 420 clients and $59.76 million of assets under management. Among the 13 most similar advisory firms, Drawbridge Capital has the 4th highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $111.49 million for 499 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Drawbridge Capital doesn't advise any private funds.

Careers at Drawbridge Capital, LLC

The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Gary Michael Stanislawski has been acting as President since 1 Feb 1996. Glenn Allen Fogle has served as the Chief Investment Officer since 1 Apr 2017. Mitchell Kean Robinson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Michael Stanislawski	President	1 Feb 1996	75% - 100%	2518714
Mitchell Kean Robinson	Chief compliance officer	1 Jan 2013	Other	2371779
Glenn Allen Fogle	Chief investment officer	1 Apr 2017	Other	2104115

Based in Tulsa

The principal office where Drawbridge Capital, LLC performs its advisory services is located at 7134 S.Yale Ave, Tulsa, OK 74136, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-493-4190 or by fax 918-493-6536. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at drawbridge.capital.