SourcingSourcing

GORDONMD GLOBAL INVESTMENTS LP

C42
CRD 316751·SEC 801-128434·BEVERLY HILLS, CA
AUM
$322.3M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$967K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GORDONMD GLOBAL INVESTMENTS LP
CRD
316751
SEC file #
801-128434
EIN
000000000
DBA names
—

Economics

AUM
$322.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$259.0M → $322.3M▲ +24%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
BEVERLY HILLS CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GORDON, CRAIG, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GORDON, CRAIG, DAVID
GORDONMD GLOBAL INVESTMENTS GP
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002039349
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2025-09-23
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000919574-26-003273

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley12
U.s. Bank4
E*trade4
Edgar Addresses
Mailing
9460 WILSHIRE BLVDSUITE 420BEVERELY HILLS, CA 90212
Business
9460 WILSHIRE BLVDSUITE 420BEVERELY HILLS, CA 90212
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0000919574-26-003273
13F-HR2026-02-17 · 0000919574-26-001152
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5381504
Trust Company Affiliate
No

People (2)

2
GORDON, CRAIG, DAVID
Direct Owner · 87.5%
5381504
KOSTOLANSKY, MICHAEL, JOSEPH
Executive Officer · 2.5%
2649281