Gilbert Rich & Associates

Alan Gilbert and David Rich serve as the principals and directly oversee investment decisions. The firm operates with a compact in-house team rather than delegating authority to an external CIO or an outsourced platform, meaning allocation and deal approval ultimately run through the two named partners. No separate investment committee or external advisory board has been disclosed publicly.

The firm does not maintain a public-facing investment portal or accept unsolicited proposals through its website. Sourcing appears to run through established New York real estate and hedge fund networks, with introductions typically coming from existing manager relationships, peer family offices, and intermediaries who have direct access to the principals. The office's low public profile means cold outreach is unlikely to generate engagement.

The office uses a hybrid model common among sophisticated single-family offices: it commits capital to external hedge fund and private equity managers while also pursuing direct investments, particularly in New York-area real estate. This structure allows the family to access top-tier managers for liquid strategies while retaining the flexibility to write direct equity checks when attractive operating-company or property-level opportunities arise.

The portfolio spans real estate, private equity, venture capital, and hedge fund strategies. Real estate holdings have historically concentrated in New York metropolitan area multifamily and commercial properties. On the liquid side, the office allocates to external managers across long/short equity, event-driven, and global macro strategies. The venture and private equity program targets growth-stage direct investments alongside select fund commitments.

Gilbert Rich operates as a single-family office managing the combined wealth of the Gilbert and Rich families. The firm does not solicit, manage, or commingle outside capital, distinguishing it from multi-family offices that serve unrelated client families. The dual-family partnership structure is unusual and means investment decisions require alignment between both family branches.