Investment adviser · CRD 24795

JOSEPH GUNNAR & CO., LLC

Investment adviser filing (IA)

UNIONDALE, NY, United States · Form ADV filed Apr 23, 2025

Regulatory AUM: $34M
Client accounts: 68
Employees: 50
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	53	$33,967,899	100.0%
High-net-worth individuals	Fewer than 5	$0	0.0%

Filing source

Form ADV 1982242 · Apr 23, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BUTTONWOOD SELECT OPPORTUNITIES QP FUND, LLCPrivate Equity Fund · Last reported Mar 3, 2014$60.1MGross asset value

Fund administrator ACCOUNTING SERVICES, CPA LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MARCUM LLP NEW YORK, New York, United States

Custodian FENWICK & WEST LLP SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-7245893332
Reported beneficial owners: 98
Minimum commitment: $100K

Form ADV 792154 · Mar 3, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BUTTONWOOD SELECT OPPORTUNITIES FUND, LLCPrivate Equity Fund · Last reported Mar 3, 2014$33.7MGross asset value

Fund administrator EAS ACCOUNTING SERVICES, CPA LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MARCUM LLP NEW YORK, New York, United States

Custodian FENWICK & WEST LLP SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-2277999410
Reported beneficial owners: 99
Minimum commitment: $100K

Form ADV 792154 · Mar 3, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BUTTONWOOD SOCIAL NETWORK FUND, LLCPrivate Equity Fund · Last reported Mar 3, 2014$27.1KGross asset value

Fund administrator EAS ACCOUNTING SERVICES, CPA LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MARCUM LLP NEW YORK, New York, United States

Custodian COMPUTERSHARE TRUST COMPANY, N.A. PROVIDENCE, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-9285626265
Reported beneficial owners: 0
Minimum commitment: $100K
Form D file number: 021-466

Form ADV 792154 · Mar 3, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BUTTONWOOD SOCIAL NETWORK QP FUND, LLCPrivate Equity Fund · Last reported Mar 3, 2014$26.9KGross asset value

Fund administrator EAS ACCOUNTING SERVICES, CPA LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MARCUM LLP NEW YORK, New York, United States

Custodian COMPUTERSHARE TRUST COMPANY, N.A. PROVIDENCE, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-7435844075
Reported beneficial owners: 0
Minimum commitment: $100K
Form D file number: 021-469

Form ADV 792154 · Mar 3, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 23, 2025. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1000 RXR PLAZA, 10TH FLOOR
UNIONDALE, NY, 11556, United States

CRD 24795

Filing source

Form ADV 1982242 · Apr 23, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.