Firm profile

GAGNON SECURITIES, LLC

NEW YORK, NYCRD 103727Latest ADV February 19, 2026

Gagnon Securities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated February 19, 2026, reports $530M in regulatory assets under management, 19 employees, and 1,202 accounts.

Assets Under Management
$530M
Employees
19
Offices
--
Total Clients
1,202
Primary office
NEW YORK, NY
1370 6TH AVENUE, 26TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEONeil Joseph Gagnon
CCOLisa Catherine Ferrante
CFOMarianne D'alessandro

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Commissions
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.3% of total clients.
Top client categories% of clientsClients
1
Individuals
85.3%
1,025
2
Corporations
12.0%
144
3
HNWI
2.7%
33

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$530Mas of February 19, 2026
Discretionary100.0%
$530M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$530M
Total Accounts1,202
10Y AUM Change+$343M (+184.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee63:1
10Y Employee Change-7 (-26.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.