Gilder Gagnon Howe & Co LLC

Broker-DealerFINRA MemberEst. 2006

Total AUM

$12.1B

Discretionary

$12.1B

100% of AUM

Accounts

8,648

Employees

84

Advisory reps

56

Brokerage reps

56

Firm details

Headquarters: New York, New York
CRD number: 2002
Registered since: January 27, 2006
Website: www3.gghc.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Commissions
Client types: HNWI75.68%
Corporations / Businesses16.04%
Individuals3.36%
Pension & Profit Sharing Plans2.66%
Charitable Organizations2.26%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gilder Gagnon Howe & Co LLC is a privately owned limited liability company that operates as both a broker-dealer and an SEC-registered investment adviser (registered in 2006). The firm serves individual and family clients as well as institutional investors, offering portfolio management for individuals and small businesses alongside portfolio management for business and institutional accounts. Its revenue mix includes percentage-of-AUM fees and commission-based business. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

David Huynh
Chief Financial OfficerCRD 5443515
James Oboyle
Independent ContractorCRD 7304403

Contacts

3 of 54

David Howe
PrincipalCRD 812707
Jamie Sherr
Partner and AllocatorCRD 1924880
Rory McCarthy
Compliance OfficerCRD 5234468

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$13.7M in ETFs

Passive

0%

$0

Active

0%

$13.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ROUNDHILL MEMORY ETF (DRAM)				$13.7M	185,472	100.00%

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 475 10th Ave
Time zone: ET (UTC-5)
Office locations

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