Gagnon Securities

Gagnon Securities

Gagnon Securities was established in 2000 in New York as a registered investment adviser. Founder and CEO Neil Gagnon leads the firm, which manages assets for individuals, families, trusts, and retirement accounts. The firm's registered funds provide institutional allocators a window into its core equity and credit strategies. The firm deploys capital across public equities, private credit, and real estate. Its flagship vehicle, the Gagnon Securities Equity Fund, holds a concentrated portfolio of publicly traded companies. The firm also co-invests client capital into direct private credit deals, often alongside family office co-investors. Confirmed public equity positions have included durable compounders in business services and specialty finance. Gagnon operates from a single New York headquarters, managing separate accounts and its registered mutual fund. The firm's team integrates equity research and private-deal sourcing under one roof. In the past two years the firm has continued to manage its open-end mutual fund through significant market cycles, maintaining its investment discipline. Gagnon's structural differentiator is its embedded public-plus-private mandate under one SEC-registered adviser. By operating a mutual fund beside separate accounts, the firm gives its individual and family clients access to institutional-grade co-investment deal flow. This hybrid architecture blurs the lines between traditional wealth management and private-investment partnership.