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GLADSTONE INSTITUTIONAL ADVISORY LLC

Advisory

N·PALM BEACH GARDENS, FL

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$4.9B
1-Year AUM Growth
+13.2%
3-Year CAGR
+39.2%
Employees
107
Assets Under Management
Total AUM$4.9B
Discretionary AUM$4.9B
Non-Discretionary AUM$15M
Discretionary %99.7%
Total Clients7,910
Team
Total Employees107
Investment Advisers163
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record166
First FilingJul 15, 2015
Latest FilingMar 3, 2026
🔒 Full AUM trend chart and 166 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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