AdvizorPro

Gagnon Securities, LLC

Gagnon Securities, LLC. CRD 103727

G

CRD: 103727

Gagnon Securities, LLC

NEW York, NY, 10019
2125545000
www.gagnonsec.com/
$529.7M Total AUM
$529.7M Disc. AUM
4.8% 3Y CAGR
19 Employees
1,203 ADV. Clients
26 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS · Guggenheim · Hilltop Securities
Clients
Retail and Institutional
Platforms
Ridge legacyFusion momentum
Established Date
06-19-2000
Office Locations
1

Office Locations

1370 6TH Avenue 26th Floor NEW York NY

About Gagnon Securities, LLC

Gagnon Securities is a privately held New York RIA and broker-dealer (founded 2000) focused on research-intensive equity investing for individuals and institutions. The firm manages discretionary portfolios on a long-only and hedged basis, seeking long-term capital growth through a generalist research process. Partners invest alongside clients and pay the same fees.

Team overview

69 AVG AGE
$53.0M AVG AUM / ADVISOR
$440.3K AVG AUM / CLIENT
11.1 yrs AVG TENURE
19 Employees
10 Advisory Reps
19 RIA Reps
26yrs Firm Age

Insights

Upgrade to reveal position-level detail across radial bridge.
Unlock to see real insight on legacy oak north.
Unlock to see real insight on peak optima.
Open the full profile to inspect shifts in vertex ember.
Premium access reveals conviction themes in unison ridge focus.
See the complete signal summary connected to summit beacon.
Unlock to compare peer behavior around eagle value.
Request access to benchmark trends tied to quantum timber.

Asset Classes

Prime Vertex Vector meridian Optima timber Insight oak

Custodian

Ember oak Ridge Glacier frontier Vector north Peak Catalyst Pathway bridge

Services

Eagle Ember Atlas

Technology

Insight Frontier timber

Owner & Executives

WILLIS GITT TAYLOR

WILLIS GITT TAYLOR

Investment Advisor

CRD
#4321965
Ownership
10% but less than 25%
(527) 783-2122
timber.bridge@meridiancapital.com
in linkedin.com/in/fusion-north
H

HENRY CARL BEINSTEIN

Financial Advisor, General Partner

CRD
#4584546
Ownership
Less than 5%
(930) 780-5053
focus.ember@northcapital.com
in linkedin.com/in/frontier-zenith
W

Wave matrix

Optima unison

CRD
#65141
Ownership
7.8%
(633) 418-6017
frontier.alpha@oakcapital.com
in linkedin.com/in/glacier-unison

Showing 2 of 14 owners & executives

Unlock all

Contacts

E

Edward Francis Alf IV

--

CRD
#8152346
(432) 561-7495
delta.insight@optimacapital.com
in linkedin.com/in/crest-element
M

MAUREEN ONEILL DREW

Senior Partner

CRD
#2702645
(442) 795-4039
focus.harbor@deltacapital.com
in linkedin.com/in/focus-frontier
H

Harbor zenith

Harbor ember vital

CRD
#44134
(701) 912-2784
meridian.radial@pathwaycapital.com
in linkedin.com/in/foundation-bridge

Showing 2 of 19 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-03-2022
05-24-2023
03-28-2024
08-13-2025
05-04-2026
Category Assets AVG. Account size
Discretionary $529,713,650 $440,694
Non-Discretionary $0 --
Total $529,713,650 $440,694

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $529,713,650

$529.7M Total SMA
Equity - Exchange:
63.8%
Cash:
36.2%
Asset class Assets Assets %
Equity - Exchange $1,146,304,684 63.8%
Cash $650,411,121 36.2%
Total $1,796,715,805 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CREST PEAK INSIGHT GLACIER 4O113NIZM UXK 1.03% $37,273,439
MERIDIAN RIDGE OAK RADIAL ZENITH L2ZU54EGO OPJV 5.82% $92,653,780
ZENITH RADIAL UNISON ELEMENT ATLAS D57TA7QI3 BIQGV 2.74% $4,316,991
MATRIX PEAK ALPHA INSIGHT PRIME RU2UXECYU VQZZ 5.50% $24,165,642
HARBOR MATRIX MERIDIAN VECTOR HARBOR OVT86NVI8 ZPM 10.50% $23,743,898
MATRIX MATRIX LEGACY VECTOR XENQHOAYS XWD 12.25% $50,173,534
VECTOR NORTH VERTEX BRIDGE MATRIX LA3WBM585 RRU 6.20% $32,003,956
LEGACY WAVE NORTH VECTOR IF9O6HX7M AHRBL 6.62% $118,736,488

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform