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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

GIDEON CAPITAL ADVISORS, INC.

CRD 170256

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d84b8d4-ba41-f6c2-d7bf-293b5cbd17a5

Data as of Mar 3, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2014 to Mar 3, 2020
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $309MItem 5.F on the latest filing (2020-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $309M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
SEC number: 801-79324
CRD: 170256
Filings on the tape: 8
First filed: Mar 3, 2014
Latest filed: Mar 3, 2020
Organised: Corporation, New York

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WHITNEY CAPITAL SERIES FUND LLC - SERIES G2	Hedge Fund	$440M	Mar 16, 2015	1	Mar 3, 2014	dropped	021-210612

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WURTZ, CHRISTOPHER, THOMAS	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	12/2013	Mar 3, 2014	Mar 3, 2020

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 3, 2020	$309M	$309M	3	3	1	n/a	n/a
2018	Mar 25, 2019	$269M	$269M	3	3	1	n/a	n/a
2017	Mar 16, 2018	$369M	$369M	2	2	1	n/a	n/a
2016	Mar 21, 2017	$373M	$373M	2	2	n/a	n/a	n/a
2015	Mar 23, 2016	$304M	$304M	3	3	n/a	n/a	n/a
2014	Mar 16, 2015	$440M	$440M	2	2	n/a	1	$440M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$309M	$269M	14.8%	$373M	-6.0%	3	3	1	1

Relationships

Controls (1)

← WURTZ, CHRISTOPHER, THOMASOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 3, 2014 to presentfactForm ADV

Advises (1)

→ WHITNEY CAPITAL SERIES FUND LLC - SERIES G2Private fundHedge Fund, IA, no longer reported
Mar 3, 2014 to Mar 16, 2015factForm ADV

Dated events

Occurred
Mar 3, 2014
First Form ADV filing
Gideon Capital Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d84b8d4-ba41-f6c2-d7bf-293b5cbd17a5
First observed: Mar 3, 2014
Last observed: Mar 3, 2020 79 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GIDEON CAPITAL ADVISORS, INC.

CRD 170256

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d84b8d4-ba41-f6c2-d7bf-293b5cbd17a5

Data as of Mar 3, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WHITNEY CAPITAL SERIES FUND LLC - SERIES G2

Hedge Fund

$440M

Mar 16, 2015

Mar 3, 2014

dropped

021-210612

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WURTZ, CHRISTOPHER, THOMAS

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

12/2013

Mar 3, 2014

Mar 3, 2020

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 3, 2020

$309M

n/a

2018

Mar 25, 2019

$269M

n/a

2017

Mar 16, 2018

$369M

n/a

2016

Mar 21, 2017

$373M

n/a

2015

Mar 23, 2016

$304M

n/a

2014

Mar 16, 2015

$440M

n/a

$440M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$309M

$269M

14.8%

$373M

-6.0%