{"url":"https://nivawealth.com/firms/gea-sphere-152001","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/152001","regulatoryAum":153574000,"crd":"152001","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2179408","suffix":null,"lastName":"HAMAMJIAN","firstName":"EDUARD","middleName":null},{"crd":"5725456","suffix":null,"lastName":"HAMAMJIAN","firstName":"GEORGE","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-11","regulatoryAum":115950004,"clients":141,"employees":2,"offices":1},{"filedOn":"2023-04-11","regulatoryAum":85700000,"clients":174,"employees":2,"offices":1},{"filedOn":"2024-07-22","regulatoryAum":168100000,"clients":170,"employees":2,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":131383843,"clients":341,"employees":3,"offices":2},{"filedOn":"2026-08-10","regulatoryAum":153574000,"clients":324,"employees":3,"offices":2}],"secFileNumber":"801-122502","legalName":"Gea Sphere, LLC","displayName":"Gea Sphere","slug":"gea-sphere-152001","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/geasphere-llc/about/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1050 Reservoir Ave","city":"Cranston","state":"RI","stateName":"Rhode Island","country":"United States","postalCode":"02910"},"tradeNames":[],"registration":{"secApproved":"8 October 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Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054464","versionId":1054464,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-08-10","documentName":"FORM ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:01:16.385426+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054464","versionId":1054464,"submittedOn":"2026-08-10"}]},"custodians":[{"name":"Schwab","shortName":"Charles Schwab","location":"Orlando, FL","smaAssets":140150000}],"custodyNote":"Gea Sphere does not have custody of client assets.","leadership":[{"name":"Perchuhy Hamamjian","title":"Chief Financial Officer","crd":"5725455"},{"name":"Eduard Hamamjian","title":"Chief Investment Officer, Chief Compliance Officer, Managing Member","crd":"2179408"},{"name":"George Hamamjian","title":"Investment Advisor and Insurance Specialist","crd":"5725456"}],"ownership":[{"label":"Perchuhy Hamamjian","detail":"Chief financial officer in the 25% to 50% ownership band and a control person, since October 2009."},{"label":"Eduard Hamamjian","detail":"Chief investment officer, chief compliance officer, managing member in the 50% to 75% ownership band and a control person, since October 2009."},{"label":"George Hamamjian","detail":"Investment advisor and insurance specialist in the 5% to 10% ownership band, since December 2018."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Rhode Island","offices":1,"addresses":[{"street":"1050 Reservoir Ave","city":"Cranston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"401-351-4900","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":18},{"label":"Securities issued by registered investment companies or business development companies","percent":17},{"label":"Other","percent":65,"detail":"Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"10 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/152001/PDF/152001.pdf","brochureDate":"10 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054464","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Gea Sphere have?","answer":"Gea Sphere has 324 clients and manages $154 million for them, as of August 2026. They include 246 individual clients, 75 high-net-worth individuals and 2 insurance companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gea Sphere offer?","answer":"Gea Sphere provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Gea Sphere charge?","answer":"Gea Sphere charges 0.50%–1.25% a year for its Model Portfolio Management. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 10 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gea Sphere use?","answer":"Gea Sphere’s separately managed account assets are held at Schwab (Orlando, FL), with $140M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gea Sphere have?","answer":"Gea Sphere has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gea Sphere invest in?","answer":"At the end of its last fiscal year, Gea Sphere’s separately managed accounts held 65% other, 18% exchange-traded equities and 17% registered funds (mutual funds, ETFs, BDCs). The 65% other category is described as: Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gea Sphere?","answer":"Gea Sphere’s direct owners are Perchuhy Hamamjian (25% to 50%), Eduard Hamamjian (50% to 75%) and George Hamamjian (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gea Sphere get paid?","answer":"Gea Sphere is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gea Sphere registered with the SEC?","answer":"Yes, Gea Sphere has been registered with the SEC as an investment adviser since 8 October 2021. Its CRD number is 152001 and its SEC file number is 801-122502.","source":"Form ADV Part 1A, Item 1, filed 10 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gea Sphere?","answer":"Gea Sphere’s main office is at 1050 Reservoir Ave, Cranston, RI 02910. Its phone number is 401-351-4900.","source":"Form ADV Part 1A, Item 1.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}