Garcia Hamilton & Associates

Asset Manager SEC-registered adviser

Legal name: Garcia Hamilton & Associates LP

Houston, TX Website LinkedIn

AUM

$24.9B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$28.7M
Gross asset value

Employees

41

Last Form D raise

Jul 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(16)

Owners and executive officers named on the firm's SEC Form ADV.

B
Benjamin Monkiewicz
Partner, Fixed Income Portfolio Manager
Source: SEC Form ADV
C
Charlotte Castro
Partner (jan 2026), Chief Compliance Officer, Director of Hr
Source: SEC Form ADV
C
Connie Davis
Partner
Source: SEC Form ADV
D
Diamonik Lunsford
Partner, Deputy Client Relations Manager
Source: SEC Form ADV
D
Don Elsenbrock
Partner
Source: SEC Form ADV
G
Gary Montgomery
Partner
Source: SEC Form ADV
G
Gilbert Garcia
Managing Partner, Director of Fixed Income
Source: SEC Form ADV
J
James Lunday
Partner, Chief Operating Officer
Source: SEC Form ADV
J
Jeffrey Detwiler
Partner, Fixed Income Portfolio Manager
Source: SEC Form ADV
J
Justo Gonzalez
Partner
Source: SEC Form ADV
K
Karen Tass
Partner, Fixed Income Portfolio Manager
Source: SEC Form ADV
M
Marcus Smith
Partner
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Garcia Hamilton Quality Aggregate Bond Fund, L.P.Other$28.7M$93.7M13Jul 2026Hot

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
108017
SEC file number
801-56194

Sources