Gladstone Institutional Advisory LLC
Overview
Gladstone Institutional Advisory LLC is a financial advisory firm based in Bedminster, New Jersey, specializing in investment management and consulting services for institutional investors. The firm manages approximately $613.65 million in assets across 3,193 client accounts, offering services such as financial planning, portfolio management for individuals and businesses, and educational seminars. Their investment portfolio is diversified across various asset classes, including fixed income, hedge funds, private equity, real estate, and venture capital, with a focus on growth, late-stage, pre-IPO, buyout, turnaround, and distressed investment stages. Geographically, the firm has a broad focus, investing in countries across North America, Europe, Asia, and South America. The firm's portfolio spans multiple industries, including technology, healthcare, financial services, consumer goods, energy, utilities, telecommunications, media, retail, transportation, industrial goods, materials, real estate, consumer services, and basic materials. As of the latest available data, the firm has made significant investments in companies such as Vanguard Index Funds, SPDR S&P 500 ETF Trust, Apple Inc., and iShares Trust, among others. The firm is led by President Robert Paul Hudson and Chief Compliance Officer Robert Paul Slomin.
Investment Focus
- Institutional investors seeking comprehensive investment management and consulting services across diverse asset classes and industries.
Portfolio Companies
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Frequently asked questions about Gladstone Institutional Advisory LLC
What sectors does Gladstone Institutional Advisory LLC invest in?
Gladstone Institutional Advisory LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New Jersey, United States. Gladstone Institutional Advisory LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does Gladstone Institutional Advisory LLC invest at?
Gladstone Institutional Advisory LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Gladstone Institutional Advisory LLC invest in?
Gladstone Institutional Advisory LLC invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Gladstone Institutional Advisory LLC invested in?
Gladstone Institutional Advisory LLC's portfolio includes Apple Inc., Microsoft Corporation, SPDR S&P 500 ETF Trust, JPMorgan Chase & Co., Vanguard Index Funds, iShares Trust, WisdomTree Trust and SPDR Series Trust.
Last updated · Source: ConnectSafely investor database