Gilder Office For Growth, LLC (Durham)

Name: Gilder Office For Growth, LLC
Address: 324 Blackwell Street, Durham, NC, 27701
Telephone: 919-680-3602

Gilder Office For Growth, LLC is a large advisory firm based in Durham. It manages $295.83 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New York, North Carolina, and Washington.

Gilder Office For Growth provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. 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 Office For Growth: assets under management

The assets under management (AUM) of Gilder Office For Growth, LLC is $295.83 million. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $114.03 million in discretionary accounts and $181.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.36 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gilder Office For Growth, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gilder Office For Growth, LLC

John Joseph Pinto has served as the Chief Investment Officer since 1 Jul 2011. Gary Louis Monroe joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Virginia Ann Gilder	Managing member	1 Sep 2004	75% - 100%	6028840
John Joseph Pinto	Chief investment officer	1 Jul 2011	Other	2258070
Gary Louis Monroe	Chief compliance officer	1 Feb 2012	Other	6028839

Based in Durham

The principal office where Gilder Office For Growth, LLC performs its advisory services is located at 324 Blackwell Street, Durham, NC 27701, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-680-3602. 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 www.gilder4growth.com.