GORDON ASSET MANAGEMENT LLC

Overview

Gordon Asset Management LLC is an independent, advisor-led RIA that combines discretionary portfolio management for individuals and pooled vehicles with active third-party manager selection. The firm positions itself as a capital allocator—running its own private funds while also placing client capital with external alternative managers. Its advisory scope includes comprehensive financial planning and portfolio management for individuals and small businesses, plus oversight of pooled investment vehicles. Fee arrangements include a percentage-of-AUM structure alongside performance-based fees, which aligns the firm’s economics with outcomes for higher-touch and fund-based strategies. Investment activity shows a clear tilt toward publicly available mutual fund vehicles for separately managed accounts, paired with a meaningful program of private funds and alternative allocations. Gordon Asset Management files indicate it offers both discretionary and non-discretionary mandates and acts as the selecting adviser for outside managers when clients need access to specialist strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices