Data / Investment advisers / Florida / Gordon Asset Management LLC
Gordon Asset Management LLC, West Palm Beach, FL: $129 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Gordon Asset Management LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $129 million in regulatory assets under management in its Form ADV filed February 6, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
The request: Watch Gordon Asset Management LLC (CRD number 137136): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 137136
- SEC file number
- 801-129553
- SEC status
- Approved, effective February 23, 2024
- Main office
- 515 North Flagler Drive Suite 350, West Palm Beach, FL 33401
- Phone
- (512) 482-9600
- Website
- gordonasset.com
- Regulatory AUM
- $128,856,461 in the Form ADV filed February 6, 2026
- Discretionary AUM
- $121,172,816
- Non discretionary AUM
- $7,683,645
- Accounts
- 40
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 1 hedge fund, 1 private equity fund, 1 venture capital fund
- Gross assets of private funds
- $46,306,838
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 6, 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 |
|---|---|---|
| High net worth individuals | 28 | $76.3 million |
| Pooled investment vehicles | 5 | $46.3 million |
| Individuals (other than high net worth individuals) | 5 | $5.4 million |
| Corporations or other businesses | Fewer than 5 | $820,364 |
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 |
|---|---|---|
| March 2, 2026 | $128.9 million | February 6, 2026 |
| December 1, 2025 | $114.5 million | January 30, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Velvet Sea Ventures | West Palm Beach | $229.1 million | 6 | adviserinfo.sec.gov |
| Global Trust Wealth Management LLC | West Palm Beach | $213.7 million | Not listed | adviserinfo.sec.gov |
| SRT Group LLC | West Palm Beach | $205.6 million | 1 | adviserinfo.sec.gov |
| Lightview Capital, LLC | West Palm Beach | $157.6 million | 5 | adviserinfo.sec.gov |
| Ruggiero Investments | West Palm Beach | $137.6 million | Not listed | adviserinfo.sec.gov |
| Mar Wealth Management Services, LLC | West Palm Beach | $125.1 million | Not listed | adviserinfo.sec.gov |
| Landmark Investment Partners, L.P. | West Palm Beach | $124.9 million | 1 | adviserinfo.sec.gov |
| Center Lake Capital Management, LLC | West Palm Beach | $77.9 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Gordon Asset Management LLC 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.