Gladstone Management

Fee-Only (% of Portfolio)

Gladstone Capital Management is a London-based investment firm that provides discretionary investment management services to pooled investment funds and segregated accounts. Gladstone Capital Management focuses primarily on listed equity securities in developed markets such as Europe, the United States, Australia, and South Africa, targeting four main sectors: Consumer, Technology Media Telecoms, Financials, and Industrials. The firm uses a fundamental research approach to identify structural winners and losers, combining long and short positions to maximize risk-adjusted absolute returns. Gladstone Capital Management serves institutional and high-net-worth investors, including endowments, family offices, and foundations.

Assets Under Management$1.6B
Clients4
AdvisorsN/A
Avg. per Client$390M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fee ranges from 1.00% to 1.50% depending on share class, plus an incentive fee of 17.5% to 30% on gains. Segregated account fees are negotiated individually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.
Gladstone Management - Fees, AUM & Advisors | TrueAdvisor