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Gunderson Capital Management

● SEC registered since 2021CRD 140795SEC# 801-122484Mount Pleasant, SC
Export (members)
Reg. AUM
$315.3M
Employees
6
Accounts
619
Location
Mount Pleasant, SC

Gunderson Capital Management assets under management

Gunderson Capital Management is a registered investment adviser overseen by the SEC based in Mount Pleasant, SC. The firm has been registered since 2021. It reports $315.3 million in regulatory assets under management and employs 6 people.
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Gunderson Capital Management owners & executives

2 reported
NameTitleOwnershipSince
Jennifer GreeneChief Compliance OfficerUnder 5%2022
William Fred Gunderson ControlPresidentOver 75%2006

Frequently asked questions

How much does Gunderson Capital Management manage?

Gunderson Capital Management reports $315.3 million in regulatory assets under management on its Form ADV.

How many employees does Gunderson Capital Management have?

Gunderson Capital Management reports 6 employees.

Where is Gunderson Capital Management located?

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

Does Gunderson Capital Management disclose fund performance?

Gunderson Capital Management 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

Assets under management

Discretionary$315.3M
Non-discretionary$0
Total (RAUM)$315.3M