Gladstone Management

RIASEC RegisteredEst. 2015

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$388M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 167646
Registered since: March 10, 2015
Website: gladstone-management.com
Custodians: GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles72.07%
Pension & Profit Sharing Plans27.93%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gladstone Management is a limited liability partnership that registers as an SEC adviser and operates as a hedge fund focused on institutional clients. The firm began SEC registration in 2015 and is owned by an individual. Its fee schedule combines a percentage-of-assets fee with performance-based fees. Primary advisory activities center on portfolio management for pooled investment vehicles and for businesses or institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser roles.