Managers/Private equity/California/Gordian Wealth Advisors

Gordian Wealth Advisors

Gordian Wealth Advisors is a private equity manager in Mill Valley, CA. It is registered with the SEC as an investment adviser with $488.7M in regulatory assets and 7 staff. It has 1 fund on file, the latest reported in August 2025.

Funds on file
1
Raised, all funds
$5.8M
Regulatory assets
$488.7M
Staff
7
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Aug 2025 Gordian CRE Feeder Fund LP Private equity $5.8M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$488.7M
Employees7
Clients114 wealthy individuals.
Control personsElliott, Samuel Elbaz, Michael, Allen Phippen.
Private funds2 private funds holding $14.2M in gross assets.

Private funds it reports

FundTypeGross assets
Gordian Capital Strategies, LP Class A/B (a.k.a. Gordian Capital Strategies Total Return) Hedge fund $8.1M
Gordian Capital Strategies, LP Class C/D (a.k.a. Gordian Capital Strategies Income) Hedge fund $6.1M