GORDON ASSET MANAGEMENT, LLC
CRD #118471 SEC #801-61670 DURHAM, NC 919-313-6650
SEC Registered
Total AUM
$199.4M
Discretionary
$188.5M
Employees
5
Clients
101
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $199.4M | $188.5M | $10.9M | 5 | 0 |
| Apr 2024 | $199.4M | $188.5M | $10.9M | 5 | 0 |
| Mar 2024 | $199.4M | $188.5M | $10.9M | 5 | 0 |
| Aug 2023 | $200.2M | $189.2M | $10.9M | 5 | 0 |
| Jun 2023 | $200.2M | $189.2M | $10.9M | 5 | 0 |
| Apr 2023 | $200.2M | $189.2M | $10.9M | 5 | 0 |
| Mar 2023 | $200.2M | $189.2M | $10.9M | 5 | 0 |
| Mar 2022 | $226.3M | $219.2M | $7.1M | 6 | 0 |
| Mar 2022 | $226.3M | $219.2M | $7.1M | 6 | 0 |
| Mar 2022 | $226.3M | $219.2M | $7.1M | 6 | 0 |
| Mar 2022 | $226.3M | $219.2M | $7.1M | 6 | 0 |
| Oct 2021 | $231.1M | $209.5M | $21.6M | 6 | 0 |
| Aug 2021 | $231.1M | $209.5M | $21.6M | 6 | 0 |
| Jul 2021 | $231.1M | $209.5M | $21.6M | 6 | 0 |
| Jun 2021 | $162.1M | $145.7M | $16.4M | 4 | 0 |
| Mar 2021 | $162.1M | $145.7M | $16.4M | 4 | 0 |
| Mar 2021 | $162.1M | $145.7M | $16.4M | 4 | 0 |
| Feb 2021 | $222.3M | $188.8M | $33.5M | 6 | 87 |
| Jan 2021 | $222.3M | $188.8M | $33.5M | 6 | 87 |
| Dec 2020 | $222.3M | $188.8M | $33.5M | 5 | 87 |
| Dec 2020 | $222.3M | $188.8M | $33.5M | 4 | 87 |
| Jun 2020 | $222.3M | $188.8M | $33.5M | 5 | 87 |
| Mar 2020 | $222.3M | $188.8M | $33.5M | 5 | 87 |
| Dec 2019 | $731.8M | $675.3M | $56.6M | 8 | 12 |
| Mar 2019 | $731.8M | $675.3M | $56.6M | 8 | 12 |
| Jan 2019 | $1.5B | $1.3B | $239.4M | 21 | 71 |
| Oct 2018 | $1.5B | $1.3B | $239.4M | 21 | 71 |
| Aug 2018 | $1.5B | $1.3B | $239.4M | 21 | 71 |
| Mar 2018 | $1.5B | $1.3B | $239.4M | 21 | 71 |
| Sep 2017 | $1.2B | $930.5M | $227.4M | 21 | 500 |
| May 2017 | $1.2B | $930.5M | $227.4M | 21 | 500 |
| May 2017 | $1.2B | $930.5M | $227.4M | 21 | 500 |
| Mar 2017 | $1.2B | $930.5M | $227.4M | 21 | 500 |
| Jul 2016 | $1B | $766.7M | $234.9M | 18 | 500 |
| Jun 2016 | $1B | $766.7M | $234.9M | 18 | 500 |
| May 2016 | $1B | $766.7M | $234.9M | 18 | 500 |
| Mar 2016 | $1B | $766.7M | $234.9M | 18 | 500 |
| Dec 2015 | $865M | $665M | $200M | 19 | 500 |
| Nov 2015 | $715.4M | $526.5M | $188.9M | 13 | 500 |
| Mar 2015 | $715.4M | $526.5M | $188.9M | 13 | 500 |
| Mar 2014 | $623M | $443.7M | $179.3M | 11 | 500 |
| Mar 2013 | $550.2M | $341.9M | $208.3M | 6 | 500 |
| Nov 2012 | $430.9M | $156.2M | $274.7M | 6 | 400 |
| May 2012 | $430.9M | $156.2M | $274.7M | 6 | 400 |
| Mar 2012 | $430.9M | $156.2M | $274.7M | 6 | 400 |
| Apr 2011 | $385.1M | $118.7M | $266.4M | 10 | -- |
| Apr 2010 | $260.6M | $111M | $149.6M | 10 | -- |
| Mar 2008 | $215.1M | $127K | $215M | 10 | -- |
| Mar 2007 | $149.9M | $0 | $149.9M | 5 | -- |
| Mar 2006 | $124.5M | $0 | $124.5M | 5 | -- |
| Sep 2005 | $95.2M | $0 | $95.2M | 5 | -- |
| Mar 2004 | $62.4M | $0 | $62.4M | 5 | -- |
DateApr 2024
Total AUM$199.4M
Discretionary$188.5M
Non-Disc.$10.9M
Employees5
Clients0
DateApr 2024
Total AUM$199.4M
Discretionary$188.5M
Non-Disc.$10.9M
Employees5
Clients0
DateMar 2024
Total AUM$199.4M
Discretionary$188.5M
Non-Disc.$10.9M
Employees5
Clients0
DateAug 2023
Total AUM$200.2M
Discretionary$189.2M
Non-Disc.$10.9M
Employees5
Clients0
DateJun 2023
Total AUM$200.2M
Discretionary$189.2M
Non-Disc.$10.9M
Employees5
Clients0
DateApr 2023
Total AUM$200.2M
Discretionary$189.2M
Non-Disc.$10.9M
Employees5
Clients0
DateMar 2023
Total AUM$200.2M
Discretionary$189.2M
Non-Disc.$10.9M
Employees5
Clients0
DateMar 2022
Total AUM$226.3M
Discretionary$219.2M
Non-Disc.$7.1M
Employees6
Clients0
DateMar 2022
Total AUM$226.3M
Discretionary$219.2M
Non-Disc.$7.1M
Employees6
Clients0
DateMar 2022
Total AUM$226.3M
Discretionary$219.2M
Non-Disc.$7.1M
Employees6
Clients0
DateMar 2022
Total AUM$226.3M
Discretionary$219.2M
Non-Disc.$7.1M
Employees6
Clients0
DateOct 2021
Total AUM$231.1M
Discretionary$209.5M
Non-Disc.$21.6M
Employees6
Clients0
DateAug 2021
Total AUM$231.1M
Discretionary$209.5M
Non-Disc.$21.6M
Employees6
Clients0
DateJul 2021
Total AUM$231.1M
Discretionary$209.5M
Non-Disc.$21.6M
Employees6
Clients0
DateJun 2021
Total AUM$162.1M
Discretionary$145.7M
Non-Disc.$16.4M
Employees4
Clients0
DateMar 2021
Total AUM$162.1M
Discretionary$145.7M
Non-Disc.$16.4M
Employees4
Clients0
DateMar 2021
Total AUM$162.1M
Discretionary$145.7M
Non-Disc.$16.4M
Employees4
Clients0
DateFeb 2021
Total AUM$222.3M
Discretionary$188.8M
Non-Disc.$33.5M
Employees6
Clients87
DateJan 2021
Total AUM$222.3M
Discretionary$188.8M
Non-Disc.$33.5M
Employees6
Clients87
DateDec 2020
Total AUM$222.3M
Discretionary$188.8M
Non-Disc.$33.5M
Employees5
Clients87
DateDec 2020
Total AUM$222.3M
Discretionary$188.8M
Non-Disc.$33.5M
Employees4
Clients87
DateJun 2020
Total AUM$222.3M
Discretionary$188.8M
Non-Disc.$33.5M
Employees5
Clients87
DateMar 2020
Total AUM$222.3M
Discretionary$188.8M
Non-Disc.$33.5M
Employees5
Clients87
DateDec 2019
Total AUM$731.8M
Discretionary$675.3M
Non-Disc.$56.6M
Employees8
Clients12
DateMar 2019
Total AUM$731.8M
Discretionary$675.3M
Non-Disc.$56.6M
Employees8
Clients12
DateJan 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$239.4M
Employees21
Clients71
DateOct 2018
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$239.4M
Employees21
Clients71
DateAug 2018
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$239.4M
Employees21
Clients71
DateMar 2018
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$239.4M
Employees21
Clients71
DateSep 2017
Total AUM$1.2B
Discretionary$930.5M
Non-Disc.$227.4M
Employees21
Clients500
DateMay 2017
Total AUM$1.2B
Discretionary$930.5M
Non-Disc.$227.4M
Employees21
Clients500
DateMay 2017
Total AUM$1.2B
Discretionary$930.5M
Non-Disc.$227.4M
Employees21
Clients500
DateMar 2017
Total AUM$1.2B
Discretionary$930.5M
Non-Disc.$227.4M
Employees21
Clients500
DateJul 2016
Total AUM$1B
Discretionary$766.7M
Non-Disc.$234.9M
Employees18
Clients500
DateJun 2016
Total AUM$1B
Discretionary$766.7M
Non-Disc.$234.9M
Employees18
Clients500
DateMay 2016
Total AUM$1B
Discretionary$766.7M
Non-Disc.$234.9M
Employees18
Clients500
DateMar 2016
Total AUM$1B
Discretionary$766.7M
Non-Disc.$234.9M
Employees18
Clients500
DateDec 2015
Total AUM$865M
Discretionary$665M
Non-Disc.$200M
Employees19
Clients500
DateNov 2015
Total AUM$715.4M
Discretionary$526.5M
Non-Disc.$188.9M
Employees13
Clients500
DateMar 2015
Total AUM$715.4M
Discretionary$526.5M
Non-Disc.$188.9M
Employees13
Clients500
DateMar 2014
Total AUM$623M
Discretionary$443.7M
Non-Disc.$179.3M
Employees11
Clients500
DateMar 2013
Total AUM$550.2M
Discretionary$341.9M
Non-Disc.$208.3M
Employees6
Clients500
DateNov 2012
Total AUM$430.9M
Discretionary$156.2M
Non-Disc.$274.7M
Employees6
Clients400
DateMay 2012
Total AUM$430.9M
Discretionary$156.2M
Non-Disc.$274.7M
Employees6
Clients400
DateMar 2012
Total AUM$430.9M
Discretionary$156.2M
Non-Disc.$274.7M
Employees6
Clients400
DateApr 2011
Total AUM$385.1M
Discretionary$118.7M
Non-Disc.$266.4M
Employees10
Clients--
DateApr 2010
Total AUM$260.6M
Discretionary$111M
Non-Disc.$149.6M
Employees10
Clients--
DateMar 2008
Total AUM$215.1M
Discretionary$127K
Non-Disc.$215M
Employees10
Clients--
DateMar 2007
Total AUM$149.9M
Discretionary$0
Non-Disc.$149.9M
Employees5
Clients--
DateMar 2006
Total AUM$124.5M
Discretionary$0
Non-Disc.$124.5M
Employees5
Clients--
DateSep 2005
Total AUM$95.2M
Discretionary$0
Non-Disc.$95.2M
Employees5
Clients--
DateMar 2004
Total AUM$62.4M
Discretionary$0
Non-Disc.$62.4M
Employees5
Clients--