The GORDON ASSET MANAGEMENT is a privately held investment adviser that advises $128.86mn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. GORDON ASSET MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 63.69% over the last 5-years.
The Group has been registered with the SEC for 2.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 515 NORTH FLAGLER DRIVE SUITE 350, WEST PALM BEACH, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $128.86mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $76.3mn or 59.21% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $46.31mn or 35.94% of Total Assets.
The Group's top investment strategies include Multi Strat and Early Stage, representing 81.16% and 18.84% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
GORDON ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.