Gladstone Capital Management Llp
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 4
- Avg AUM / client
- $388M
- Accounts
- 4
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $1.1B | 72.1% |
| Pension and profit sharing plans | 1 | $434M | 27.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lasker Master Fund master | Hedge Fund | Cayman Islands | $1.6B | 80 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michelakis, George, Nmn | Chief Investment Officer | Nov 2005 (21y) | 75% or more | |
| Boutros, George, Peter | Sector Head | Mar 2010 (16y) | Less than 5% | |
| Ayling Kenrick, Justine, Nmn | Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Masoni, Francesco | Head Of Risk And Trading | Dec 2020 (6y) | Less than 5% | |
| Coltman, James, Bradley | Chief Operating Officer | Jun 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Zekrya Daoud | President | Sep 2023 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lasker Master Fund | Hedge Fund | $1.6B | $1.0M | 80 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $228M (15% of AUM) Mar 2026
- Morgan Stanley $111M (7% of AUM) Mar 2026
- UBS $84.9M (5% of AUM) Mar 2026
- J.P. Morgan $9.1M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗