GILDER PARTNERS FOR GROWTH, LLC

RIASEC Registered
Total AUM
$73.4M
Discretionary
$17.2M
23% of AUM
Avg account
$9.2M
Accounts
8
Employees
5
Advisory reps
5

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
306620
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI98.55%
  • Individuals1.45%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gilder Partners For Growth, LLC operates as an independent RIA that combines discretionary portfolio management with advisory roles across a small number of sizable accounts. The firm leans heavily into liquid equity exposure — using exchange-traded equities as its primary vehicle — while also acting as a capital allocator into third-party alternative managers and sponsoring pooled investment vehicles. Fee arrangements include both a percentage-of-AUM component and performance-based fees, consistent with the firm’s role as a sponsor/GP and its use of private fund structures. The mix of discretionary and non-discretionary mandates suggests the firm serves both advisory-only relationships and manager-of-managers or sub-advisory arrangements. Gilder Partners’ reporting shows a much larger share of assets held in non-discretionary status than discretionary, which points to an advisory/advice-on-assets model for many relationships or assets held in sponsor-managed pooled vehicles where trading authority rests elsewhere. The custody relationship with a family-office focused platform indicates the firm targets high-net-worth families, family offices or institutions that want consolidated reporting and access to institutional share classes and alternative managers.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 78%, Other 22%78%
  • Exchange Traded Equities78%
  • Other22%

Owners & executives

2 of 2
  • ROBERT LOVAS

    President, Chief Operating OfficerCRD 4343702

  • DAWN CROISSANT

    Chief Financial OfficerCRD 7205930

Contacts

3 of 3
  • VIRGINIA GILDER

    FounderCRD 6028840

  • BRITT-LOUISE GILDER

    MemberCRD 4734401

  • EMILY SUMNER

    Senior Investment ManagerCRD 5294560

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
1 Glenwood Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth