# Gilbert Rich & Associates

Gilbert Rich & Associates is a RIA based in Atlanta, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** gilbertrich.com

## Regulatory record

- **CRD number:** 125539
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125539

## About

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.

## Sectors

- Real Estate
- Private Equity
- Hedge Funds
- Venture Capital

## People

- Alan Gilbert — Principal
- David Rich — Principal

## 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.

## Related profiles

- [Broad Wealth Management](https://altss.com/profile/broad-wealth-management-inc)
- [Spurr Financial Planning](https://altss.com/profile/spurr-financial-planning-inc)

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

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