GUNDERSON CAPITAL MANAGEMENT
Adviser information for GUNDERSON CAPITAL MANAGEMENT last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,210 | $227.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1,210 | $227.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 497 | $122.4M |
| HNW Individuals | 62 | $104.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $621,602 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $201,622 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersSUBSCRIPTIONS TO THE BEST STOCKS NOW APP |
|---|---|
| Compensation | % of AUMSubscription fees |
Principal Office
2072 WILLBROOK LANEMOUNT PLEASANT
SC
United States
Monday - Friday, 8AM -4PM
Tel: 760-846-2046, Fax: (619) 235-4094
Chief Compliance Officer
JENNIFER GREENE
CHIEF COMPLIANCE OFFICER
2072 WILLBROOK LANE
MOUNT PLEASANT
SC
United States
Tel:
423-432-2446
J*******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GUNDERSON, WILLIAM, FRED | Individual | – | PRESIDENT | 06/2006 | > 75% |
| GREENE, JENNIFER | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AEROVIRONMENT INC | COM | 3M | 19K | – |
| AMAZON COM INC | COM | 9M | 47K | – |
| AMERICAN EXPRESS CO | COM | 5M | 20K | – |
| APPLE INC | COM | 982K | 5K | – |
| ARCH CAP GROUP LTD | ORD | 4M | 40K | – |
| ARISTA NETWORKS INC | COM | 12M | 33K | – |
| ARM HOLDINGS PLC | SPONSORED ADS | 9M | 53K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 12M | 12K | – |
| BOOKING HOLDINGS INC | COM | 7M | 2K | – |
| CAMECO CORP | COM | 3M | 54K | – |
| CONSTELLATION ENERGY CORP | COM | 3M | 14K | – |
| COSTCO WHSL CORP NEW | COM | 252K | 296 | – |
| DECKERS OUTDOOR CORP | COM | 3M | 3K | – |
| DIREXION SHS ETF TR | DLY S&P OIL GAS | 96K | 10K | – |
| DOORDASH INC | CL A | 2M | 23K | – |
| E L F BEAUTY INC | COM | 4M | 19K | – |
| EATON CORP PLC | SHS | 229K | 730 | – |
| ELI LILLY & CO | COM | 20M | 22K | – |
| GALLAGHER ARTHUR J & CO | COM | 9M | 33K | – |
| HEICO CORP NEW | COM | 3M | 12K | – |
| HIMS & HERS HEALTH INC | COM CL A | 2M | 91K | – |
| INVESTMENT MANAGERS SER TR I | TRADR SHRT INNOV | 4M | 115K | – |
| MERCURY GENL CORP NEW | COM | 3M | 54K | – |
| META PLATFORMS INC | CL A | 11M | 23K | – |
| MICRON TECHNOLOGY INC | COM | 8M | 63K | – |
| MICROSOFT CORP | COM | 13M | 29K | – |
| NETFLIX INC | COM | 9M | 13K | – |
| NOVO-NORDISK A S | ADR | 15M | 108K | – |
| NVIDIA CORPORATION | COM | 14M | 114K | – |
| OSCAR HEALTH INC | CL A | 4M | 243K | – |
| QUALCOMM INC | COM | 11M | 56K | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 4M | 17K | – |
| RESTAURANT BRANDS INTL INC | COM | 10M | 137K | – |
| SEA LTD | SPONSORD ADS | 3M | 38K | – |
| SPDR GOLD TR | GOLD SHS | 1M | 5K | – |
| SUPER MICRO COMPUTER INC | COM | 3M | 4K | – |
| UBER TECHNOLOGIES INC | COM | 8M | 105K | – |
| VISTRA CORP | COM | 3M | 33K | – |
| ZEDGE INC | CL B | 49K | 16K | – |