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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Gotham Asset Management

$30.0B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($2.04B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Venture Capital, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
29
5 Open Source Trails Below
Sum of Disclosed Rows
$2.04B
Total AUM: $30.0B
Median Disclosed Amount
$57.5M
Range: $15.0M – $143.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/29)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Gotham Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Lovell Minnick Equity Partners VI, L.P.Adviser 7.B Vehicle Buyout 2025
$143.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BR/ERB Tactical Opportunities - Sandia Series, L.P.Adviser 7.B Vehicle Buyout 2025
$134.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Battery Ventures VIIIAdviser 7.B Vehicle Venture Capital 2025
$118.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lone Star Fund XII, LPAdviser 7.B Vehicle Buyout 2025
$106.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Credit Special Situations Asia IIIAdviser 7.B Vehicle Private Credit 2024
$35.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Gotham Asset Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Gotham Asset Management (OCIO / Wealth RIA, $30.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 12.2% Actual; $240.2M Unallocated Target Bandwidth). SEC Form ADV (801-69960, CRD #149335) verified $30.03B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Gotham Asset Management

666 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gotham Asset Management (25 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

Institutional Trust Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Europe Realty Fund IV, L.P. (2023 Vintage)
Gotham Asset Management: $44.5M · SEC Form ADV 7.B
Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust: $44.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AIGGRE U.S. Fund IV (2022 Vintage) · AG Realty Value Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

MS&AD Insurance Group General Account

Insurance Company Tokyo, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AIGGRE U.S. Fund IV (2022 Vintage)
Gotham Asset Management: $101.8M · SEC Form ADV 7.B
MS&AD Insurance Group General Account: $70.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Realty Value Fund XI (2022 Vintage) · AM Asia Strategies Fund LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

RTX Corporation Master Retirement Trust

Corporate Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Realty Value Fund XI (2022 Vintage)
Gotham Asset Management: $18.8M · SEC Form ADV 7.B
RTX Corporation Master Retirement Trust: $149.8M · SEC EDGAR Filing

Additional shared vehicles: AIGGRE U.S. Fund IV (2022 Vintage) · AM Asia Strategies Fund LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+663 Additional Institutional LPs Report Shared Vehicles with Gotham Asset Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Gotham Asset Management

You are viewing 5 open public preview records (out of 29 total tracked records for Gotham Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (666 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Gotham Asset Management

Real Estate LPs →Buyout LPs →Private Credit LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Gotham Asset Management

What type of institutional allocator is Gotham Asset Management and what is their typical disclosed ticket size?

Gotham Asset Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 29 historical disclosure records tracked on Prilago ($2.04B total parsed USD across disclosed rows), the median disclosed amount is $57.5M (range: $15.0M to $143.7M).

Which private-market strategies appear in Gotham Asset Management's public disclosures?

Gotham Asset Management has disclosed records across Real Estate, Buyout, Private Credit, Venture Capital, Growth Equity. Open preview records include Lovell Minnick Equity Partners VI, L.P. (2025 Vintage), BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage), Battery Ventures VIII (2025 Vintage), Lone Star Fund XII, LP (2025 Vintage).

How are Gotham Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Gotham Asset Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Gotham Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/gotham-asset-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Gotham Asset Management?

In Prilago's bilateral commitment graph, Gotham Asset Management shares resolved underlying fund vehicles with 666 institutional LPs across 25 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust (10 shared vehicles, e.g. AG Europe Realty Fund IV, L.P. (2023 Vintage)), MS&AD Insurance Group General Account (9 shared vehicles, e.g. AIGGRE U.S. Fund IV (2022 Vintage)), RTX Corporation Master Retirement Trust (9 shared vehicles, e.g. AG Realty Value Fund XI (2022 Vintage)).

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