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 operates as a hedge fund adviser to institutional clients. The firm is SEC-registered (since 2015) and positions itself primarily as a portfolio manager for pooled investment vehicles and for businesses or institutional investors. It charges a combination of asset-based fees and performance-based fees and identifies as a sponsor/GP/managing member of pooled vehicles rather than a capital allocator or pension consultant. Gladstone does not report itself as an active ESG investor and is not registered as a multi-state adviser.