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Gladstone Management Corporation

● SEC registered since 2002CRD 122482SEC# 801-61440McLean, VA
Export (members)
Reg. AUM
$4.42B
Employees
45
Accounts
5
Location
McLean, VA

Gladstone Management Corporation assets under management

Gladstone Management Corporation operates as an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2002. It reports $4.4 billion in regulatory assets under management and employs 45 people.

Gladstone Management Corporation owners & executives

12 reported
NameTitleOwnershipSince
David John Gladstone ControlChairman, Chief Executive Officer And Trustee Under Voting Agreement10-25%2002
Erich Michael HellmoldCo-General CounselUnder 5%2025
Jessisa Gladstone MartinTrustee Under Voting Agreement10-25%2025
John Anthony Dellafiora ControlChief Compliance OfficerUnder 5%2007
Kent Elizabeth GladstoneTrustee Under Voting Agreement10-25%2025
Laura Patricia Gladstone ControlDirector And Trustee Under Voting Agreement10-25%2023
Lorna Gladstone ControlDirector And Trustee Under Voting Agreement10-25%2025
Michael Bernard Licalsi ControlChief Administrative Officer, Co-General CounselUnder 5%2009
Michael John Malesardi ControlChief Financial OfficerUnder 5%2018
The Gladstone Companies, Inc. ControlShareholderOver 75%2010
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Frequently asked questions

How much does Gladstone Management Corporation manage?

Gladstone Management Corporation reports $4.4 billion in regulatory assets under management on its Form ADV.

How many employees does Gladstone Management Corporation have?

Gladstone Management Corporation reports 45 employees.

Where is Gladstone Management Corporation located?

Gladstone Management Corporation is based in McLean, VA and has been SEC-registered since 2002.

Does Gladstone Management Corporation disclose fund performance?

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

Contact & registration

Address1521 Westbranch Drive, Suite 100, McLean, VA 22102
Phone703-287-5800
Fax703-287-5901
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1221154
Discloses disciplinary historyNo

Regulatory AUM

$4.42BNo change
Sep '25 — $4.42BOct '25 — $4.42BNov '25 — $4.42BDec '25 — $4.42BJan '26 — $4.42BFeb '26 — $4.42BMar '26 — $4.42BApr '26 — $4.42BMay '26 — $4.42BJun '26 — $4.42BJul '26 — $4.42B
Sep '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 14%
Larger than 86% of 16,306 advisers
EmployeesTop 13%
More than 87% of 16,824 advisers

Assets under management

$4.42Bregulatory AUM
Discretionary $4.42B