Gould Asset Management LLC
● SEC registered since 2004CRD 113098SEC# 801-63162Claremont, CA
Reg. AUM
$1.03B
Employees
15
Accounts
644
Location
Claremont, CA
Gould Asset Management LLC assets under management
Gould Asset Management LLC operates as an SEC-registered investment adviser based in Claremont, CA. The firm has been registered since 2004. It reports $1 billion in regulatory assets under management and employs 15 people.
Gould Asset Management LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridgeport Financial Solutions | Member | 25-50% | 2022 |
| Derek Matthew Baldwin | Senior Portfolio Manager | Under 5% | 2025 |
| Donald P. Gould 2020 Grat | Donald P. Gould, Trustee | Under 5% | 2020 |
| Donald P. Gould 2021 Grat | Donald P. Gould, Trustee | Under 5% | 2021 |
| Donald Paul Gould Control | President, Chief Investment Officer | 25-50% | 1999 |
| John Joseph Debiase | Senior Portfolio Manager | 5-10% | 2016 |
| Paul Mathias Goldensohn | Member | 5-10% | 1999 |
| Scott Bradley Smith | Senior Portfolio Manager | 5-10% | 2016 |
| Thomas Keylon Carr | Chief Compliance Officer, Senior Portfolio Manager | 5-10% | 2020 |
Frequently asked questions
How much does Gould Asset Management LLC manage?
Gould Asset Management LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Gould Asset Management LLC have?
Gould Asset Management LLC reports 15 employees.
Where is Gould Asset Management LLC located?
Gould Asset Management LLC is based in Claremont, CA and has been SEC-registered since 2004.
Does Gould Asset Management LLC disclose fund performance?
Gould Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 341 West First Street, Suite 200, Claremont, CA 91711-4749 |
| Phone | 909-445-1291 |
| Fax | 909-445-1299 |
| Office hours | 8:30 a.m. - 5 p.m. Pacific |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1091961 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.03B▲ 15%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $995MNon-discretionary $39.5M