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Gould Asset Management LLC

● SEC registered since 2004CRD 113098SEC# 801-63162Claremont, CA
Export (members)
Reg. AUM
$901.3M
Employees
15
Accounts
640
Location
Claremont, CA

Gould Asset Management LLC assets under management

Gould Asset Management LLC operates as an SEC-registered investment adviser based in Claremont, CA. The firm has been registered since 2004. It reports $901.3 million in regulatory assets under management and employs 15 people.

Gould Asset Management LLC owners & executives

9 reported
NameTitleOwnershipSince
Cambridge Investment Group, IncMember25-50%2022
Derek Matthew BaldwinSenior Portfolio ManagerUnder 5%2025
Donald P. Gould 2020 GratDonald P. Gould, TrusteeUnder 5%2020
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Frequently asked questions

How much does Gould Asset Management LLC manage?

Gould Asset Management LLC reports $901.3 million in regulatory assets under management on its Form ADV.

How many employees does Gould Asset Management LLC have?

Gould Asset Management LLC reports 15 employees.

Where is Gould Asset Management LLC located?

Gould Asset Management LLC is based in Claremont, CA and has been SEC-registered since 2004.

Does Gould Asset Management LLC disclose fund performance?

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

Contact & registration

Address341 West First Street, Suite 200, Claremont, CA 91711-4749
Phone909-445-1291
Fax909-445-1299
Office hours8:30 a.m. - 5 p.m. Pacific
SEC regionLos Angeles Regional Office (LARO)
CIK1091961
Discloses disciplinary historyNo

Assets under management

Discretionary$865M
Non-discretionary$36.3M
Total (RAUM)$901.3M