The GORDIAN WEALTH ADVISORS is a privately held investment adviser that advises $517.03mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. GORDIAN WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 105.44% over the last 5-years.
The Group has been registered with the SEC for 10.79 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 100 B SHORELINE HWY SUITE 302, MILL VALLEY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 5 investment and 2 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $517.03mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $488.66mn or 94.51% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $28.38mn or 5.49% of Total Assets.
The Group's top investment strategies include Traditional LBO, Multi Strat and FI/Credit - Diverse, representing 42.29%, 35.8% and 21.92% of total assets, respectively.
They advise 2 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, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
GORDIAN WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.