Gerard Asset Management, L.L.C.

Overview

Gerard Asset Management, L.L.C. is a small, privately held advisory firm focused on portfolio management for individuals and small businesses, with some institutional relationships. The firm operates as a limited liability company under individual ownership and bills clients through a mix of percentage-of-assets and fixed fees. Its stated practice is not positioned as an active ESG investor and it does not operate across multiple states as a registered multi-state adviser. Gerard Asset Management does not act as a capital allocator; instead it manages client portfolios directly, primarily via discretionary mandates. Investment activity is modest in scale and appears conservative in posture: the firm reports a material cash weighting and uses separately managed account structures. An industry affiliation with a law firm is noted, which can influence its client base and service relationships, particularly for clientele needing integrated legal and wealth advisory coordination.

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Location & Offices