Gerard Asset Management

Gerard Asset Management, L.L.C. is an SEC-registered investment adviser in Lower Waterford, VT. The firm manages approximately $11 million in regulatory...

Gerard Asset Management

Gerard Asset Management, L.L.C. is an SEC-registered investment adviser in Lower Waterford, VT. The firm manages approximately $11 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

United States

Who runs investment decisions at Gerard Asset Management?

No named principals or investment professionals have been disclosed for Gerard Asset Management. The firm's public records do not list a CEO, CIO, or managing partner. Its leadership structure is unknown (per public record).

What is Gerard Asset Management's investment strategy?

No investment strategy has been publicly stated by Gerard Asset Management. The firm's asset-class mix, stage focus, and sector preferences are not documented. It is not possible to determine whether it operates as a traditional asset manager, family office, or other vehicle (per public record).

Does Gerard Asset Management manage capital for a single family or multiple clients?

The firm's client base is not disclosed. Its categorization as an asset manager could encompass a single-family office, multi-family office, or external capital management, but no public filings clarify this structure (per public record).

Where is Gerard Asset Management located?

The firm is registered in the United States, with no specific city or address publicly available. Its registration suggests a US domicile, but office locations have not been disclosed (per public record).

What is the AUM of Gerard Asset Management?

No AUM figure has been disclosed by Gerard Asset Management. Public records do not include any asset-size estimate or regulatory filing that reveals scale. The firm's AUM remains unknown (per public record).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.