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Gallatin & Company

Gallatin & Company is an SEC-registered investment adviser in Greenwich, CT, registered since 2017. The firm manages $5.7 billion in assets. It has 23...

Overview

Gallatin & Company is an SEC-registered investment adviser in Greenwich, CT, registered since 2017. The firm manages $5.7 billion in assets. It has 23 employees and 13 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Greenwich

Corporate office

Vero Beach, FL, United States

Frequently asked questions

Is Gallatin & Company registered as an investment advisor?

Without a public regulatory filing accessible to this research, the firm's exact registration status is not confirmed. Many multi-family offices in Florida operate as registered investment advisors (RIAs) with the SEC or state regulators, but some function as private trust companies exempt from certain registration requirements.

Does Gallatin & Company invest directly or through external managers?

The firm has not publicly disclosed its investment implementation model. Comparable multi-family offices commonly use a core-satellite approach: internally managed liquid portfolios supplemented by external fund commitments across private equity, venture capital, and hedge funds. Gallatin's actual mix is not a matter of public record.

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