GILDER PARTNERS FOR GROWTH, LLC
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 306620
- Website
- www.gilderpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.55%
- Individuals1.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Gilder Partners For Growth, LLC operates as an independent RIA that combines discretionary portfolio management with advisory roles across a small number of sizable accounts. The firm leans heavily into liquid equity exposure — using exchange-traded equities as its primary vehicle — while also acting as a capital allocator into third-party alternative managers and sponsoring pooled investment vehicles. Fee arrangements include both a percentage-of-AUM component and performance-based fees, consistent with the firm’s role as a sponsor/GP and its use of private fund structures. The mix of discretionary and non-discretionary mandates suggests the firm serves both advisory-only relationships and manager-of-managers or sub-advisory arrangements. Gilder Partners’ reporting shows a much larger share of assets held in non-discretionary status than discretionary, which points to an advisory/advice-on-assets model for many relationships or assets held in sponsor-managed pooled vehicles where trading authority rests elsewhere. The custody relationship with a family-office focused platform indicates the firm targets high-net-worth families, family offices or institutions that want consolidated reporting and access to institutional share classes and alternative managers.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities78%
- Other22%
Owners & executives
2 of 2ROBERT LOVAS
President, Chief Operating OfficerCRD 4343702
DAWN CROISSANT
Chief Financial OfficerCRD 7205930
Contacts
3 of 3VIRGINIA GILDER
FounderCRD 6028840
BRITT-LOUISE GILDER
MemberCRD 4734401
EMILY SUMNER
Senior Investment ManagerCRD 5294560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 1 Glenwood Ave
- Time zone
- ET (UTC-5)
- Office locations
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