Gotham Asset Management manages investments primarily in publicly traded equity securities. Gotham manages private funds, mutual funds, institutional managed accounts, and exchange-traded funds. Gotham generally takes long positions in securities believed to be undervalued and short positions in securities believed to be overvalued. Investments are managed according to the investment objectives and strategies set forth in the governing documents.
Assets Under Management$12B
Clients119
Advisors4
Avg. per Client$100M
Avg. per Advisor$3B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Gotham Asset Management's fees vary depending on the type of account:
- Private Funds: Management fees generally range from 1% to 2% annually. Performance fees or allocations range from 10% to 30%.
- Managed Accounts: Advisory fees generally range from 0.50% to 2% annually. Some accounts also pay performance fees of 10%.
- Mutual Funds: Advisory fees range from 0.50% to 1.50% annually.
- ETFs: Sub-advisory fees range from 0.50% to 1.20% annually.
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