Beatrice Gilbert is a control person of Gilbert Capital Group and directly owns between 50% and 75% of it.
Gilbert Capital Group is an investment adviser, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $158 million, as filed on 7 April 2026. Its fees, ownership and offices are on the firm’s profile.
Beatrice A. Gilbert is Principal of Gilbert Capital Group, where she is responsible for all business administration functions. She co-founded the firm with Cass A. Gilbert in 1998 and was previously a Senior Manager of Product Acquisition for L.L. Bean. She began her career with Casco Northern Bank in 1981 and joined Fleet Bank in 1993 as Senior Vice President of Commercial Operating Services for Maine and New Hampshire.
- CRD
- 4499038
- Firm
- Gilbert Capital Group · CRD 117268
- Role
- Treasurer
- In role since
- October 1998 · 28 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gilbertcapitalgroup.com
Where does Beatrice Gilbert work?
Beatrice Gilbert has been Treasurer of Gilbert Capital Group, Inc. since October 1998, and is a control person of the firm.
How can I verify Beatrice Gilbert’s record?
Beatrice Gilbert’s role is listed on Gilbert Capital Group, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 117268.
