Gadsden

RIASEC RegisteredEst. 2018
Total AUM
$162M
Discretionary
$0
0% of AUM
Avg account
$162M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Newtown Square, Pennsylvania
CRD number
291195
Registered since
February 8, 2018
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Gadsden is an SEC-registered limited liability company formed in 2018 that operates as an institutional registered investment adviser. Its client base is institutional, and its primary advisory activity is portfolio management for investment companies. The firm charges fees as a percentage of assets under management and is organized under a domestic ownership structure that includes individual ownership. Gadsden does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not a pension consultant. Gadsden is also active in sponsor and management roles for pooled investment vehicles, serving as an investment adviser, general partner, or managing member of such structures rather than functioning as an external capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Megen Hemdal

    Megen Hemdal

    Chief Compliance Officer & Chief Operating OfficerCRD 5603503

  • Kevin Harper

    Kevin Harper

    Chief Investment OfficerCRD 5507287

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newtown Square, PA

Delaware

Location

Newtown Square, PA

Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
3803 West Chester Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth