firm profile
Gladstone Management Corporation
Overview
Gladstone Management Corporation is an SEC registered investment adviser based in McLean, VA, registered since 2002. It reports $4.8B in assets under management across 5 accounts, with 45 employees. It has 1 investment adviser representatives.
- Reported AUM
- $4.8B
- Discretionary
- 100%
- Accounts
- 5
- Employees
- 45
- Advisory reps
- 1
- Registered since
- 2002
- Jurisdictions
- 6
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 9
- David John Gladstone Chairman, Chief Executive Officer, Trustee Under Voting Agreement CRD 4578897
- John Anthony Dellafiora Chief Compliance Officer CRD 5412022
- Michael Bernard Licalsi Chief Administrative Officer, Co-General Counsel CRD 2578298
6 more executive officers, with direct contact details
Advisory reps 1 of 1
- Eric Drake Maloy Registered Rep · Investment Adviser Rep CRD 5282420
Location
- Headquarters
- 1521 Westbranch Dr Ste 100
McLean, VA 22102 - County
- Fairfax
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 6 jurisdictions
Every state, with registration dates
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- Spire Wealth Management, LLCMcLean, VA$4.5B AUM
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