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Gilbert Rich & Associates
GILBERT RICH & ASSOCIATES is a state-registered investment adviser in ATLANTA, GA. The firm manages approximately $42 million in regulatory assets.
Overview
GILBERT RICH & ASSOCIATES is a state-registered investment adviser in ATLANTA, GA. The firm manages approximately $42 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
New York, NY, United States
Principals
Alan Gilbert
Principal
David Rich
Principal
Sector focus
Frequently asked questions
Who controls investment decisions at 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.
What asset classes does the firm focus on?
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.
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