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| Gladstone Institutional Advisory LLC
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|---|---|
| CRD # | 250787 |
| SEC # | 801-101532 |
| CIK # | 0001766530 |
| AUM | 5,683.8 M (2026-06-23) |
| Employees | 186 (56% Investors, 46% Brokers) |
| Phone | 908-719-1313 |
| Address | 2000 PGA Blvd Palm Beach Gardens, FL 33408 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,089 | 1.8 |
| (b) Individuals (high net worth individuals) | 2,213 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.0 |
| (h) Charitable organizations | 26 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 18,794 | 5.7 |
| By Discretionary | ||
| Discretionary | 18,685 | 5.7 |
| Non-Discretionary | 109 | 0.0 |
| Total | 18,794 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 18,794 | 5.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766530] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 45 |
| Serves | Institutional, Retail |
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