Gladstone Institutional Advisory LLC
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, Brazil, France, Italy, Denmark, Spain, Mexico, South Korea, Netherlands, New Zealand, Sweden, Norway, Finland
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Transportation
- Consumer Services
- Industrial Goods
- Basic Materials
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2015
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's principal office is located at 1400 Route 206, Bedminster, New Jersey, with an additional office in Boca Raton, Florida. The firm is led by President Robert Paul Hudson and Chief Compliance Officer Robert Paul Slomin.
Requirements
- Institutional investors seeking comprehensive investment management and consulting services across diverse asset classes and industries.
Contact
[Official Website Hidden]
[LinkedIn Profile Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- Vanguard Index Funds
- SPDR S&P 500 ETF Trust
- Apple Inc.
- iShares Trust
- WisdomTree Trust
- SPDR Series Trust
- Microsoft Corporation
- JPMorgan Chase & Co.
- Global X Future Analytics Tech ETF
- iShares U.S. Medical Devices ETF
- iShares Global Communication Services ETF
- iShares MSCI Emerging Markets ETF
Mentioned In
-
$9.95
-
$9.95
-
$19.95
-
$9.95
-
$99.00
-
$14.95
-
$39.95
-
$19.95
-
$24.95
-
$299.00
Claim this Investor
Are you an official representative of Gladstone Institutional Advisory LLC?
Claim this investor to update information, manage your profile, and get a verified seal.
Claim