Gotham Asset Management, LLC

Gotham Asset Management, LLC (CRD# 149335) is a financial advisory firm headquartered in New York, NY. They manage $14,972,854,000 in 50 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,973
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $299,457,080
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, DE, NJ, NY, TX

Financial Advisors at Gotham Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Rory P. Collins
CRD#: 2937057
535 Madison Avenue, 30th Floor, New York, NY 10022
96
Wealthminder
score

Rory Collins (CRD# 2937057) is an Investment Advisor Representative working at Gotham Asset Management, LLC in New York, NY and has over 16 years of experience in the finance industry. Rory Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lisa L. Charkoudian-Barry
CRD#: 2390148
535 Madison Avenue, 30th Floor, New York, NY 10022
93
Wealthminder
score

Lisa Charkoudian-Barry (CRD# 2390148) is an Investment Advisor Representative working at Gotham Asset Management, LLC in New York, NY and has over 24 years of experience in the finance industry.

3
Thomas Desiderio
CRD#: 2429072
535 Madison Avenue, 30th Floor, New York, NY 10022
93
Wealthminder
score

Thomas Desiderio (CRD# 2429072) is an Investment Advisor Representative working at Gotham Asset Management, LLC in New York, NY and has over 9 years of experience in the finance industry.

4
Patricia J. Kolb
CRD#: 1968243
535 Madison Avenue, 30th Floor, New York, NY 10022
93
Wealthminder
score

Patricia Kolb (CRD# 1968243) is an Investment Advisor Representative working at Gotham Asset Management, LLC in New York, NY and has over 7 years of experience in the finance industry.

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