Gaur Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gaur Asset Management, Inc. is an independent, state-registered investment adviser that provides personalized portfolio management and financial planning to individuals, trusts, charitable organizations, non‑financial business entities, and retirement plans. The firm implements client-specific solutions through customized portfolios, firm-developed model portfolios, or predetermined strategies depending on client needs.
The adviser predominantly manages client accounts on a non‑discretionary basis, informing clients before executing transactions, and focuses on a risk/return‑optimized asset allocation using mutual funds and exchange‑traded funds as primary instruments. Accounts are monitored continuously with periodic rebalancing, and the firm states it will typically make fewer than a dozen trades per year under normal market conditions.
Distinctive features include a relatively small client roster and roughly $45 million in assets under management managed non‑discretionarily, which results in a higher degree of client involvement than is typical for independent solo advisers. The firm’s long tenure, the principal’s advanced academic background, and use of an institutional custody and trading platform (TD Ameritrade Institutional) further characterize its operational approach.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.75% $2,500,000+: 0.50%
Account minimum: $250,000
Main office
29 Clyde Road, Suite 202
Somerset NJ 08873
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Gaur Asset Management, Inc. · Pediatric Home Nursing
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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