Gunderson Capital Management

Overview

Gunderson Capital Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm charges clients on a percentage-of-AUM basis and serves both individual/family and institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Gunderson identifies equities as its primary preference and is not positioned as a capital allocator or an active ESG investor. The firm appears to operate with a compact, client-facing model rather than a multi-state or multi-branch platform. Its custodial relationship is concentrated with Charles Schwab & Co., Inc., which holds the firm’s custodied assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices