Gadsden
Firm details
- Headquarters
- Newtown Square, Pennsylvania
- CRD number
- 291195
- Registered since
- February 8, 2018
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Gadsden is an SEC-registered limited liability company formed in 2018 that operates as an institutional registered investment adviser. Its client base is institutional, and its primary advisory activity is portfolio management for investment companies. The firm charges fees as a percentage of assets under management and is organized under a domestic ownership structure that includes individual ownership. Gadsden does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not a pension consultant. Gadsden is also active in sponsor and management roles for pooled investment vehicles, serving as an investment adviser, general partner, or managing member of such structures rather than functioning as an external capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Megen Hemdal
Chief Compliance Officer & Chief Operating OfficerCRD 5603503

Kevin Harper
Chief Investment OfficerCRD 5507287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newtown Square, PA
Delaware
Location
Newtown Square, PA
Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 3803 West Chester Pike
- Time zone
- ET (UTC-5)
- Office locations
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