# Gilbert Financial

Gilbert Financial is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** $1B - $5B (Altss estimate)

## Regulatory record

- **CRD number:** 130337
- **SEC file number:** 801-77806
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130337

## About

Gilbert Financial, LLC is an SEC-registered investment adviser in Honeoye Falls, NY, registered since 2013. The firm manages $110 million in assets, $90 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- FinTech
- Insurance
- Sports & Entertainment
- Media & Entertainment
- Cybersecurity

## People

- Dan Gilbert — Founder and Principal

## Questions

### How does Gilbert Financial source proprietary deal flow?

Deal flow originates primarily through Gilbert's network in Detroit, Cleveland, and the broader Midwest, augmented by relationships built through Rocket Companies' alumni and the venture ecosystem in fintech and insurtech. The office's status as Detroit's largest private landlord and Rock Ventures' co-location with portfolio companies creates embedded information advantages in proptech, mortgage tech, and urban logistics. Gilbert also participates in select co-investment circles and direct SPVs alongside other family offices, though these relationships are rarely disclosed.

## Related profiles

- [BRIDGEBAY FINANCIAL, INC.](https://altss.com/profile/bridgebay-financial-inc)
- [SEARLE & CO.](https://altss.com/profile/searle-and-co)

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Last updated: 2026-07-06T01:24:17.314Z

Canonical page: https://altss.com/profile/gilbert-financial-llc

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