The GLADSTONE GROUP is a privately held investment adviser that advises $3.58Bn in regulatory assets under management held in 0 SEC fund types across 4 investment strategies. GLADSTONE GROUP 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 240.33% over the last 5-years.
The Group has been registered with the SEC for 23.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 1521 WESTBRANCH DRIVE SUITE 100, MCLEAN, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 45 employees comprised of 40 investment and 5 non-investment staff. The total number of Employees remained the same over the last few years.
Their $3.58Bn in assets advised are owned by 0 private funds, 5 public funds and BDCs and 0 other accounts. Assets of Business Development Companies (BDC) clients own $2.25Bn or 62.77% of Total Assets and Investment Companies (IC) own $1.33Bn or 37.23% of Total Assets.
The Group's top investment strategies include FI/Credit - Lending, Real Estate and Traditional LBO, representing 62.77%, 33.61% and 2.79% of total assets, respectively.
They advise 2 types of clients, top clients are Business Development Companies (BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $3.45Bn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
GLADSTONE GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.