Gordon Asset Management
Gordon Asset Management, established in 2001, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, including financial planning, portfolio management, and wealth management.
Gordon Asset Management
Gordon Asset Management, established in 2001, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, including financial planning, portfolio management, and wealth management. The wealth manager advises individuals, high-net-worth individuals, trusts, and business entities.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
AUM
—
Location
Region
North America
Country
—
City
Durham
Corporate office
324 Blackwell St. Suite 1130
Frequently asked questions
What is Gordon Asset Management?
Gordon Asset Management is a bank / wealth / trust headquartered in Durham.
When was Gordon Asset Management founded?
Gordon Asset Management was founded in 2001.
Where is Gordon Asset Management headquartered?
Gordon Asset Management is headquartered in Durham, in the North America region.
What does Altss track for Gordon Asset Management?
Altss maintains an OSINT-verified profile of Gordon Asset Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Gordon Asset Management's website?
Gordon Asset Management's public website is www.wealthqb.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Gordon Asset Management?
Gordon Asset Management is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on Gordon Asset Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Gordon Asset Management?
Gordon Asset Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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