RIA · CRD 170252Exempt Reporting AdviserPrivate Fund Adviser

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Gratitude Management

Gratitude Management is a ria based in New York; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

Gratitude Management

Gratitude Management LLC is an exempt reporting adviser, established in 2025. It provides investment advice to clients.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Alex Pall

Principal

Drew Taggart

Principal

Sector focus

Enterprise SoftwareAI/MLFinTechDigital HealthConsumer

Frequently asked questions

Who runs investment decisions at Gratitude Management?

Principals Alex Pall and Drew Taggart are the key decision-makers. They operate with a lean internal team and draw on relationships with established venture GPs rather than delegating to an outsourced CIO. The duo's public profile provides them with direct sourcing access that defines the firm's investment posture.

Does Gratitude Management participate in fund commitments or only direct deals?

The firm allocates almost exclusively via direct deals and co-investments, rarely entering as a pure limited partner into third-party funds. Their term sheet participation is weighted toward pre-seed through Series B rounds, frequently alongside institutional investors such as Andreessen Horowitz and Coatue.

How does Gratitude Management source proprietary deal flow?

The principals use their celebrity network and the firm's venture GP relationships to access allocation opportunities often unavailable to purely financial investors. Startups seeking consumer distribution or cultural credibility seek the firm's capital, creating a wedge that functions as an informal sourcing moat in early-stage rounds.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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