GERARD ASSET MANAGEMENT, L.L.C.

GERARD ASSET MANAGEMENT, L.L.C. is an SEC-registered investment adviser (CRD 116191). Regulatory assets under management: $10.9M.

Registration

• CRD: 116191
• Type: Registered investment adviser
• Phone: 802-236-2213
• Latest filing: 2026-03-29
• Regulatory AUM: $10.9M
• Discretionary AUM: $10.9M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116191 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search