Firm profile

GLADSTONE MANAGEMENT CORPORATION

MCLEAN, VACRD 122482Latest ADV April 2, 2026

Gladstone Management Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Mclean, VA. Its latest Form ADV filing, dated April 2, 2026, reports $4.4B in regulatory assets under management, 45 employees, 6 offices, and 5 accounts.

Assets Under Management
$4.4B
Employees
45
Offices
6 offices
Total Clients
5
Primary office
MCLEAN, VA
1521 WESTBRANCH DRIVE, SUITE 100, MCLEAN, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid J. Gladstone
CCOJohn A. Dellafiora
CFOMichael J. Malesardi

Advisory services offered

2 types reported
Other advisory services
Portfolio management for investment companies

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentBDCs represent 40.0% of total clients.
Top client categories% of clientsClients
1
BDCs
40.0%
2
2
Irrevocable Trusts/Estates
40.0%
2
3
Investment Cos.
20.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.4Bas of April 2, 2026
Discretionary100.0%
$4.4B
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$4.4B
Total Accounts5
10Y AUM Change+$2.2B (+101.1%)

Employee Growth by Quarter

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

Total Employees45
Clients per Employee0:1
10Y Employee Change0 (0.0%)

* 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.