Gatsby Management, LLC

RIASEC & State Registered
Total AUM
$922M
Discretionary
$922M
100% of AUM
Avg account
$57.6M
Accounts
16
Employees
5
Advisory reps
2

Firm details

Headquarters
,
CRD number
334518
Registered since
September 1, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gatsby Management, LLC is organized as an LLC and operates as an adviser to pooled private equity vehicles. The firm is registered with the SEC (registration year 2026) and positions itself to serve institutional investors. Its advisory activity is focused on portfolio management for pooled investment vehicles rather than direct wealth management or retail advisory. Governance appears concentrated: owner type is listed as an individual, and the firm is not marked as a related adviser or capital allocator. Fee arrangements combine a percentage-of-AUM management fee with performance-based (carry) fees, which aligns with a traditional private equity compensation structure. Gatsby is not identified as an active ESG investor and is not designated a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Douglas Palenchar

    Douglas Palenchar

    Chief Compliance OfficerCRD 2442090

Contacts

1 of 1
  • Duncan Hemingway

    Managing MemberCRD 8038077

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth