{
  "crd_number": 122482,
  "slug": "gladstone-management-corporation-mclean-va-122482",
  "primary_business_name": "GLADSTONE MANAGEMENT CORPORATION",
  "legal_name": "GLADSTONE MANAGEMENT CORPORATION",
  "dbas": [
    "THE GLADSTONE COMPANIES"
  ],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-09-13",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 4772797279.0,
  "raum_discretionary": 4772797279.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 45,
  "advisory_employees": 40,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 2415860158.0,
      "count": 2,
      "description": "REAL ESTATE INVESTMENT TRUSTS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 21652561.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 2335284560.0,
      "count": 2
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NY",
    "OK",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/THEGLADSTONECOMPANIES",
    "https://gladstonecompanies.com",
    "https://linkedin.com/COMPANY/THE-GLADSTONE-COMPANIES",
    "https://x.com/GLADSTONECOMPS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122482",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/gladstone-management-corporation-mclean-va-122482",
  "display_name": "Gladstone Management Corporation",
  "summary": "Gladstone Management Corporation is an SEC-registered investment advisory firm in McLean, VA, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.",
  "citation": "AdvisorCensus. Gladstone Management Corporation (CRD 122482): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Gladstone Management Corporation compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gladstone Management Corporation reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Gladstone Management Corporation located?",
      "a": "Gladstone Management Corporation's principal office is in McLean, VA, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Gladstone Management Corporation registered with the SEC or a state?",
      "a": "Gladstone Management Corporation is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 122482."
    },
    {
      "q": "How much does Gladstone Management Corporation manage?",
      "a": "Gladstone Management Corporation reports $4,772,797,279 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gladstone Management Corporation's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gladstone Management Corporation: Regulatory assets under management: $3,560,420,000 in the October 2021 data and $4,772,797,279 in the October 2026 data, up 34%. Total employees: 45 in October 2021 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gladstone Management Corporation serve?",
      "a": "By number of clients on Form ADV Item 5.D: business development companies (2); other (2); investment companies (1)."
    },
    {
      "q": "Does Gladstone Management Corporation report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122482"
    },
    {
      "q": "What changed in Gladstone Management Corporation's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Dallas, TX. No longer lists an office in Salinas, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3560420000.0,
      "total_employees": 45,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3976067000.0,
      "total_employees": 45,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4175732000.0,
      "total_employees": 45,
      "filing_date": "2023-09-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4150401375.0,
      "total_employees": 45,
      "filing_date": "2024-09-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4150401375.0,
      "total_employees": 45,
      "filing_date": "2024-09-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4772797279.0,
      "total_employees": 45,
      "filing_date": "2026-09-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Dallas, TX.",
        "No longer lists an office in Salinas, CA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/gladstone-management-corporation-mclean-va-122482.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 21652561.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2335284560.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2415860158.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122482",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}