Gadsden

RIASEC Registered
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 a limited liability company that operates as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2018) and concentrates on portfolio management services for investment companies. Its client focus is institutional, and its primary compensation model is a fee calculated as a percentage of assets under management. Gadsden is not positioned as a capital allocator and does not identify as an active ESG investor. Its public filings list roles as an adviser and sponsor/GP/managing member of pooled investment vehicles, indicating the firm participates in structuring and managing pooled fund entities in addition to providing advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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