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Gunderson Capital Management, LLC

● SEC registered since 2021CRD 140795SEC# 801-122484Mount Pleasant, SC
Export (members)
Reg. AUM
$395.8M
Employees
4
Accounts
1,441
Location
Mount Pleasant, SC

Gunderson Capital Management, LLC assets under management

Gunderson Capital Management, LLC is a registered investment adviser overseen by the SEC based in Mount Pleasant, SC. The firm has been registered since 2021. It reports $395.8 million in regulatory assets under management and employs 4 people.

Gunderson Capital Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Gcg Advisory Partners, LLC ControlMemberOver 75%2026
Jennifer GreeneChief Compliance OfficerUnder 5%2022
William Fred Gunderson ControlPresidentUnder 5%2006
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Frequently asked questions

How much does Gunderson Capital Management, LLC manage?

Gunderson Capital Management, LLC reports $395.8 million in regulatory assets under management on its Form ADV.

How many employees does Gunderson Capital Management, LLC have?

Gunderson Capital Management, LLC reports 4 employees.

Where is Gunderson Capital Management, LLC located?

Gunderson Capital Management, LLC is based in Mount Pleasant, SC and has been SEC-registered since 2021.

Does Gunderson Capital Management, LLC disclose fund performance?

Gunderson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2072 Willbrook Lane, Mount Pleasant, SC 29466
Phone760-846-2046
Fax(619) 235-4094
Office hours8a.m. -4p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Regulatory AUM

$395.8M▲ 26%
Feb '25 — $315.3MMar '25 — $315.3MApr '25 — $315.3MMay '25 — $315.3MJun '25 — $315.3MJul '25 — $315.3MAug '25 — $315.3MSep '25 — $315.3MOct '25 — $315.3MNov '25 — $315.3MDec '25 — $315.3MJan '26 — $315.3MFeb '26 — $395.8MMar '26 — $395.8MApr '26 — $395.8MMay '26 — $395.8MJun '26 — $395.8M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$395.8Mregulatory AUM
Discretionary $395.8M