GLADSTONE MANAGEMENT CORPORATION

RIASEC RegisteredEst. 2002

Total AUM

$4.4B

Discretionary

$4.4B

100% of AUM

Avg account

$885M

Accounts

5

Employees

45

Advisory reps

10

Firm details

Headquarters: MCLEAN, Virginia
CRD number: 122482
Registered since: September 13, 2002
Website: www.gladstonecompanies.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other55.06%
Business Development Companies44.44%
Investment Companies0.5%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Gladstone Management Corporation is an SEC-registered corporate adviser (registered in 2002) that focuses on institutional clients and portfolio management for investment companies. The firm reports a fee mix that includes percentage-of-AUM charges, performance-based fees, and other fee arrangements. Its filing indicates it is not an active ESG investor and is not characterized as a capital allocator. The firm also lists a broker-dealer affiliation.

Assets & Accounts

Investments & Alternatives

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

Other99%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

JOHN DELLAFIORA
Chief Compliance OfficerCRD 5412022
MICHAEL MALESARDI
Chief Financial OfficerCRD 6999389
DAVID GLADSTONE
Chief Executive OfficerCRD 4578897

Contacts

3 of 7

LAURA GLADSTONE
Managing DirectorCRD 4119778
MICHAEL LICALSI
PresidentCRD 2578298
ERIC MALOY
Managing DirectorCRD 5282420

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

MCLEAN, VA

FAIRFAX

Location

MCLEAN, VA

Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: FAIRFAX
Address: 1521 Westbranch Dr
Time zone: ET (UTC-5)
Office locations

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