Gardner Russo & Gardner is a fund manager in Lancaster with $11.85 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Gardner Investments, Gardner Russo & Gardner
SEC CIK
IRS number
232673088
SEC advisor number
801-41357
FINRA CRD number
106114
AUM ?
$11.85 bn
(as of 30 Mar 22)
Accounts
1,681
(as of 30 Mar 22)
Employees
51
(9 investment advisory or research)
Address
Gardner Russo & Gardner
223 EAST CHESTNUT STREET
LANCASTER
PA 17602
223 EAST CHESTNUT STREET
LANCASTER
PA 17602
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
7172991385
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Russo, Thomas, Adrian | Managing Member/portfolio Manager | 04/2014 | > 75% |
Gardner, JR., Eugene, Herr | Member/portfolio Manager | 04/2014 | < 5% |
Quinn, Timothy, Charles | Member/managing Director, Research | 04/2014 | < 5% |
Russo, Christopher | Member/senior Analyst | 03/2021 | < 5% |
Troupe, Rodger, Dale | Chief Compliance Officer/chief Administrative Officer | 03/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Gardner Russo & Quinn LLC | $11.85 bn | |
Semper Vic Partners (QP), L.P. | $2.51 bn | Other Private Fund |
Semper Vic Partners Offshore, LTD. | $40.45 mm | Other Private Fund |
Semper Vic Partners, L.P. | $858.41 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21