Data / Investment advisers / Virginia / Gladstone Management Corporation
Gladstone Management Corporation, McLean, VA: $4.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Gladstone Management Corporation is an SEC registered investment adviser with its main office in McLean, Virginia and reports $4.8 billion in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include business development companies and investment companies. It is paid through a percentage of assets under management, performance based fees and other fees.
The request: Watch Gladstone Management Corporation (CRD number 122482): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 122482
- SEC file number
- 801-61440
- SEC status
- Approved, effective September 13, 2002
- Main office
- 1521 Westbranch Drive Suite 100, McLean, VA 22102
- Phone
- (703) 287-5800
- Regulatory AUM
- $4,772,797,279 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $4,772,797,279
- Accounts
- 5
- Employees
- 45, of which 40 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Business development companies | 2 | $2.34 billion |
| Investment companies | 1 | $21.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $4.77 billion | September 21, 2026 |
| December 1, 2025 | $4.42 billion | September 23, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vest Financial LLC | McLean | $51.81 billion | Not listed | adviserinfo.sec.gov |
| Cassaday & Company, Inc. | McLean | $7.14 billion | Not listed | adviserinfo.sec.gov |
| Andersen | McLean | $6.35 billion | Not listed | adviserinfo.sec.gov |
| Spire Wealth Management, LLC | McLean | $4.51 billion | Not listed | adviserinfo.sec.gov |
| Bogart Wealth, LLC | McLean | $3.19 billion | Not listed | adviserinfo.sec.gov |
| West Financial Services, Inc. | McLean | $2.84 billion | Not listed | adviserinfo.sec.gov |
| Activ8 Family Office LLC | McLean | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Range Advisory, LLC | McLean | $1.39 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving business development companies
- Advisers serving investment companies
- Gladstone Management Corporation on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.