Services and clients
Gilder Gagnon Howe & Co. provides portfolio management for individuals and small businesses and portfolio management for institutions.
Clients
Gilder Gagnon Howe & Co. reports 5,749 clients. They include 2,741 other individual clients, 2,663 high-net-worth individuals, and 309 corporations and other businesses.
AUM per wealth client averages the assets reported for individuals and high-net-worth individuals over their reported client counts. It excludes institutional clients.
- Individuals (other than HNW)2,741 clients$407.6M in assets
- High-net-worth individuals2,663 clients$9.17B in assets
- Pension and profit-sharing plans2 clients$322.4M in assets
- Charitable organizations34 clients$274.1M in assets
- Corporations and other businesses309 clients$1.94B in assets
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,741 | $407,625,018 | 3.4% | $149K |
| High-net-worth individuals | 2,663 | $9,168,104,574 | 75.7% | $3.44M |
| Pension and profit-sharing plans | 2 | $322,356,756 | 2.7% | $161.2M |
| Charitable organizations | 34 | $274,114,085 | 2.3% | $8.06M |
| Corporations and other businesses | 309 | $1,942,858,322 | 16.0% | $6.29M |
| Total | 5,749 | $12,115,058,755 | 100% | $2.11M |
- Clients
- 2,741
- Regulatory AUM
- $407,625,018
- AUM share
- 3.4%
- Avg. per client
- $149K
- Clients
- 2,663
- Regulatory AUM
- $9,168,104,574
- AUM share
- 75.7%
- Avg. per client
- $3.44M
- Clients
- 2
- Regulatory AUM
- $322,356,756
- AUM share
- 2.7%
- Avg. per client
- $161.2M
- Clients
- 34
- Regulatory AUM
- $274,114,085
- AUM share
- 2.3%
- Avg. per client
- $8.06M
- Clients
- 309
- Regulatory AUM
- $1,942,858,322
- AUM share
- 16.0%
- Avg. per client
- $6.29M
Total
- Clients
- 5,749
- Regulatory AUM
- $12,115,058,755
- AUM share
- 100%
- Avg. per client
- $2.11M
100.0% of assets ($12.12B across 8,648 accounts) are managed with discretion. $1.39B sits in a wrap fee program the firm both sponsors and manages. 3% of clients are outside the U.S.
Additional activity details
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fees and minimums
Gilder Gagnon Howe & Co. is paid through a percentage of assets under management and commissions.
Rates and terms vary by program. See the SEC brochures and fee pages for each schedule.
- GGHC FORM ADV PART 2A WRAP FEE PROGRAM BROCHURE
- Submitted 24 March 2026
- GGHC FORM ADV PART 2A
- Submitted 24 March 2026
Retirement accounts pay an annualized wrap fee monthly in arrears. The fee covers investment advice, most execution costs, custody, recordkeeping and reporting, with no additional GGHC commissions on trades in those accounts. Consult the brochure for the applicable retirement-account terms; this summary does not reproduce every fee entry.
Fee pages: 5
For non-retirement accounts, Gilder, Gagnon, Howe charges equity-trade commissions that include investment advice and execution. Option commissions depend on the option premium, with different percentage and per-option charges. Consult the brochure for the applicable transaction charges; this summary does not reproduce every fee entry.
Fee pages: 7
Fee details and sources
GGHC FORM ADV PART 2A WRAP FEE PROGRAM BROCHURE, submitted 24 March 2026.
Brochure and fee pagesFee pages: 5
Ownership and people
James Michael Deutsch is CEO of Gilder Gagnon Howe & Co..
- Owns 10% to 25% of Gilder Gagnon Howe & Co. LLC
David Stewart Howe
Control person · since January 1999
- Owns 10% to 25% of Gilder Gagnon Howe & Co. LLC
Shaiza Mariam Rizavi
Control person · since January 2021
- Owns 10% to 25% of Gilder Gagnon Howe & Co. LLC
James Michael Deutsch
Control person · since January 2021
- Owns 5% to 10% of Gilder Gagnon Howe & Co. LLC
Travis Knapp Anderson
Control person · since March 2005
- Owns 5% to 10% of Gilder Gagnon Howe & Co. LLC
Michael Patrick McCormick
since January 2012
Staff
- 84 employees
- 55 in advisory functions
- 30 state-registered reps
- 56 broker-dealer reps
Investments and reported holdings
What the accounts hold
- Stocks99%
- Cash1%
Custodians
Gilder Gagnon Howe & Co.’s named custodians for separately managed accounts include Fidelity ($11,941,121,130). Gilder Gagnon Howe & Co. has custody of $1.76B for 381 clients.
- National Financial Services LLCBoston, MA
- $11,941,121,130
Offices and registration details
Besides its headquarters, Gilder Gagnon Howe & Co. has 11 offices (11 private residences, listed without an address), with 1 listed address in 1 state.
New York · 1 listed address
- 475 Tenth Avenue, 12th Floor, New YorkHQ
Other business names
Gilder Gagnon Howe & Co. has reported 1 other business name to the SEC.
- GGHC
Registration details
- Legal name
- Gilder Gagnon Howe & Co. LLC
- Headquarters
- 475 Tenth Avenue, 12th Floor, New York, NY 10018-1120
- @gilder-gagnon-howe
- SEC file
- 801-65667
- Structure
- New York LLC
- Fiscal year end
- December
- State notice filings
- 51 jurisdictions, most recently 28 March 2018
Notice filing jurisdictions
- Alabama
- Notice Filed · 27 January 2006
- Alaska
- Notice Filed · 27 January 2006
- Arizona
- Notice Filed · 27 January 2006
- Arkansas
- Notice Filed · 3 February 2006
- California
- Notice Filed · 27 January 2006
- Colorado
- Notice Filed · 27 January 2006
- Connecticut
- Notice Filed · 27 January 2006
- Delaware
- Notice Filed · 8 February 2006
- District of Columbia
- Notice Filed · 27 January 2006
- Florida
- Notice Filed · 27 January 2006
- Georgia
- Notice Filed · 27 January 2006
- Hawaii
- Notice Filed · 27 January 2006
- Idaho
- Notice Filed · 27 January 2006
- Illinois
- Notice Filed · 31 January 2006
- Indiana
- Notice Filed · 27 January 2006
- Iowa
- Notice Filed · 3 February 2006
- Kansas
- Notice Filed · 27 January 2006
- Kentucky
- Notice Filed · 27 January 2006
- Louisiana
- Notice Filed · 27 January 2006
- Maine
- Notice Filed · 27 January 2006
- Maryland
- Notice Filed · 27 January 2006
- Massachusetts
- Notice Filed · 27 January 2006
- Michigan
- Notice Filed · 27 January 2006
- Minnesota
- Notice Filed · 27 January 2006
- Mississippi
- Notice Filed · 27 January 2006
- Missouri
- Notice Filed · 27 January 2006
- Montana
- Notice Filed · 27 January 2006
- Nevada
- Notice Filed · 27 January 2006
- New Hampshire
- Notice Filed · 27 January 2006
- New Jersey
- Notice Filed · 27 January 2006
- New Mexico
- Notice Filed · 27 January 2006
- New York
- Notice Filed · 27 January 2006
- North Carolina
- Notice Filed · 27 January 2006
- North Dakota
- Notice Filed · 27 January 2006
- Ohio
- Notice Filed · 27 January 2006
- Oklahoma
- Notice Filed · 27 January 2006
- Oregon
- Notice Filed · 27 January 2006
- Pennsylvania
- Notice Filed · 27 January 2006
- Puerto Rico
- Notice Filed · 27 January 2006
- Rhode Island
- Notice Filed · 27 January 2006
- South Carolina
- Notice Filed · 27 January 2006
- South Dakota
- Notice Filed · 2 February 2006
- Tennessee
- Notice Filed · 27 January 2006
- Texas
- Notice Filed · 27 January 2006
- Utah
- Notice Filed · 27 January 2006
- Vermont
- Notice Filed · 27 January 2006
- Virginia
- Notice Filed · 27 January 2006
- Washington
- Notice Filed · 27 January 2006
- West Virginia
- Notice Filed · 27 January 2006
- Wisconsin
- Notice Filed · 27 January 2006
- Wyoming
- Notice Filed · 28 March 2018
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Gilder Gagnon Howe & Co. have?
Gilder Gagnon Howe & Co. has 5,749 clients and manages $12.1 billion for them, as of March 2026. They include 2,741 other individual clients, 2,663 high-net-worth individuals, and 309 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Gilder Gagnon Howe & Co. offer?
Gilder Gagnon Howe & Co. provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gilder Gagnon Howe & Co. use?
Gilder Gagnon Howe & Co.’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $11,941,121,130. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Gilder Gagnon Howe & Co. have?
Gilder Gagnon Howe & Co. has 30 investment adviser representatives registered with state securities authorities, out of 84 employees, and 55 perform investment advisory functions. 56 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gilder Gagnon Howe & Co. invest in?
At the end of its last fiscal year, Gilder Gagnon Howe & Co.’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gilder Gagnon Howe & Co.?
Gilder Gagnon Howe & Co.’s direct owners are David Stewart Howe, Travis Knapp Anderson, Shaiza Mariam Rizavi, James Michael Deutsch and Michael Patrick McCormick, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Gilder Gagnon Howe & Co. get paid?
Gilder Gagnon Howe & Co. is paid through a percentage of assets under management and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file