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GALLATIN GROUP

Business and Investment Profile

The GALLATIN GROUP is a privately held investment adviser that advises $269.7mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. GALLATIN GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 13.3% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.41 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 138 ATLANTIC AVENUE, BROOKLYN, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 14 employees comprised of 8 investment and 6 non-investment staff. The total number of Employees increased by 7.69% over the last 5-years.

Asset Profile

Their $269.7mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $269.7mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity and Fund of Funds, representing 90.47% and 9.53% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

GALLATIN GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: GALLATIN GROUP

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Keywords: Gallatin Group, Bandera Partners, Gallatin Capital, Bandera, Gallatin
Generated 2026-09-12T06:51:39.0906834.  © 2026 Convergence.