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| Gordian Wealth Advisors LLC
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| |
|---|---|
| CRD # | 281775 |
| SEC # | 801-106836 |
| CIK # | |
| AUM | $342.7 MM (2024-03-11) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 833-467-3426 |
| Address | 100 B Shoreline Hwy Mill Valley, CA 94941 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Gordian Capital Strategies LP Class A/B AKA Gordian Capital Strategies Total Return | [2015-10-19] | 39.2 | 8.1 |
| HF | Gordian Capital Strategies LP Class C/D AKA Gordian Capital Strategies Income | [2015-10-19] | 39.2 | 6.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 92 | 328.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 14.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 342.7 |
| By Discretionary | ||
| Discretionary | 323 | 342.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 323 | 342.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 65.1 | |
| United States Persons | 277.6 | |
| Total | 323 | 342.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Gordian Capital Management | 1 | ||
| Britt Doyle | 1 | ||
| Michael Phippen | 1 | ||
| Elliott Elbaz | 1 |
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|---|---|---|
|
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NJ | 0.3 |
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Bulldog Investors LLP
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NJ | 0.3 |