Family Office
Gleason & Sons LLC (Stefan Gleason Family Office)
Mandate & appetite
- Preferred strategies
- CoreDebt
- Target geographies
- GlobalNorth America
- Typical ticket
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- AUM
- —
- Real-asset allocation
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- Appetite
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Investor profile
Gleason & Sons LLC is a Charlotte, North Carolina-based single-family office. Established in 2021, the firm invests and manages the wealth of Stefan Gleason and his family, capital derived primarily from privately held operating businesses. Gleason & Sons functions as a proprietary investment platform, deploying internal family capital into equity and credit opportunities with a concentrated focus on mining royalty and hard-asset linked businesses. The firm is led directly by Stefan Gleason, a Charlotte-based entrepreneur with a background in precious metals, online marketing, publishing, and real estate through affiliated entities including Ascension Marketing Group, SMC Properties LLC, and G & G Ventures LLC. Wealth was generated through scaling Money Metals Exchange into one of North America's largest precious-metals dealers and depositories. The group operates as a lean, founder-led family office executing direct public equity investments and structured credit facilities in its sector niche. Gleason & Sons' asset class focus centers on direct investments in publicly listed mining royalty companies, structured credit, and convertible loan instruments tied to precious metals and energy-transition commodities. The firm actively accumulates equity stakes in royalty businesses such as Empress Royalty Corp., Electric Royalties Ltd., Elemental Altus Royalties Corp., and Global Energy Metals Corp., typically through open-market purchases. Sector exposure emphasizes gold, silver, copper, and battery metals, reflecting a thesis aligned with inflation hedging, monetary debasement protection, and commodity-cycle upside while mitigating operational mining risk through the royalty model. Geographically, while capital is sourced from the United States, portfolio companies are largely Canadian-listed issuers with underlying project exposure across the Americas and globally. Investment research and underwriting is conducted in-house under founder leadership, led by Stefan Gleason.
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