Gilder Gagnon Howe & Co. LLC (New York)

Gilder Gagnon Howe & Co. LLC is a large advisory firm based in New York. It manages $9.43 billion of regulatory assets for 7,214 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Gilder Gagnon Howe & provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gilder Gagnon Howe &: assets under management

The assets under management (AUM) of Gilder Gagnon Howe & Co. LLC is $9.43 billion. The firm's AUM has grown by 61% since the beginning of its operation, and $196.7 million of the total AUM is attributable to clients outside of the United States.

The firm manages $8.8 billion in discretionary accounts and $639.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.91 million.

Gilder Gagnon Howe & has custody of $234.17 thousand in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio. Investments in investment grade corporate bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gilder Gagnon Howe & Co. LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gilder Gagnon Howe & serves?

The firm provides services to individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Gilder Gagnon Howe & is individuals with 6,429 clients and $7.78 billion of assets under management. Among the 7 most similar advisory firms, Gilder Gagnon Howe & has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $9.43 billion for 7,212 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Gilder Gagnon Howe & doesn't advise any private funds.

Careers at Gilder Gagnon Howe & Co. LLC

The company employs 82 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Laura Michele Esposito joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Based in New York

The principal office where Gilder Gagnon Howe & Co. LLC performs its advisory services is located at 475 Tenth Avenue, New York, NY 10018 1120, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-765-2500. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at gghc.com.

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