Gladstone Management Corporation
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
- Other50.62%
- Business Development Companies48.93%
- Investment Companies0.45%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Gladstone Management Corporation is a corporate, SEC-registered institutional RIA (registered 2002) that serves primarily institutional clients. The firm provides portfolio management for investment companies and reports a fee model that includes percentage-of-AUM charges, performance-based fees and other fee arrangements. It is not designated as an active ESG investor, is not identified as a multi-state adviser in its filings, and does not act as a capital allocator. Industry affiliation noted in filings includes a broker‑dealer relationship.
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
Asset composition
- Other99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
David Gladstone
Chief Executive OfficerCRD 4578897

John Dellafiora
Chief Compliance OfficerCRD 5412022
Michael Malesardi
Chief Financial OfficerCRD 6999389
Contacts
3 of 6
Eric Maloy
Managing DirectorCRD 5282420

Michael Licalsi
PresidentCRD 2578298

Erich Hellmold
Deputy General CounselCRD 4990775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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