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Gadsden, LLC

● SEC registered since 2018CRD 291195SEC# 801-112416Newtown Square, PA
Export (members)
Reg. AUM
$161.8M
Employees
2
Accounts
1
Location
Newtown Square, PA

Gadsden, LLC assets under management

Gadsden, LLC is a registered investment adviser overseen by the SEC based in Newtown Square, PA. The firm has been registered since 2018. It reports $161.8 million in regulatory assets under management and employs 2 people.

Gadsden, LLC owners & executives

4 reported
NameTitleOwnershipSince
Gadsden Group Holdings, LLC ControlOwnerOver 75%2016
Kevin Raymond Harper ControlPortfolio ManagerUnder 5%2018
Megen Ann Hemdal ControlChief Compliance OfficerUnder 5%2023
Kevin Raymond Harper ControlOwnerOver 75%2016

Frequently asked questions

How much does Gadsden, LLC manage?

Gadsden, LLC reports $161.8 million in regulatory assets under management on its Form ADV.

How many employees does Gadsden, LLC have?

Gadsden, LLC reports 2 employees.

Where is Gadsden, LLC located?

Gadsden, LLC is based in Newtown Square, PA and has been SEC-registered since 2018.

Does Gadsden, LLC disclose fund performance?

Gadsden, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3803 West Chester Pike, Suite 110, Newtown Square, PA 19073
Phone484-580-2277
Office hours9:00 - 5:30
SEC regionPhiladelphia Regional Office (PLRO)
CIK1726262
Discloses disciplinary historyNo

Regulatory AUM

$161.8M▲ 8%
Apr '25 — $149.7MMay '25 — $149.7MJun '25 — $149.7MJul '25 — $149.7MAug '25 — $149.7MSep '25 — $149.7MOct '25 — $149.7MNov '25 — $149.7MDec '25 — $149.7MJan '26 — $149.7MFeb '26 — $149.7MMar '26 — $161.8MApr '26 — $161.8MMay '26 — $161.8MJun '26 — $161.8MJul '26 — $161.8M
Apr '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 81%
Larger than 19% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers

Assets under management

$161.8Mregulatory AUM
Discretionary $0Non-discretionary $161.8M