Gladstone Management

RIASEC Registered

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 manager focused on institutional clients. The firm has been SEC-registered since 2015 and primarily provides portfolio management for pooled investment vehicles and for businesses or institutional accounts. Its fees combine a percentage-of-assets component with performance-based fees. Gladstone is not scoped as an active ESG investor and is not reported as a multi-state or related adviser. The firm also serves as sponsor/GP/managing member of pooled investment vehicles rather than acting as a separate capital allocator.