MARBLEGATE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$94.3M
Accounts
31
Employees
28
Advisory reps
5

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
157850
Registered since
March 2, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Marblegate Asset Management, LLC is a manager of pooled investment vehicles that concentrates on private markets and hedge fund strategies for institutional clients. The firm serves as a sponsor/GP and performs portfolio management for its funds, operating under CPO/CTA activities. Its fee model combines a percentage-of-assets structure with performance-based fees, consistent with active management of private equity and absolute-return strategies. Marblegate is not positioned as an ESG investor and reports its business as focused on managing pooled vehicles rather than providing broad retail advisory services. Investment activity is weighted toward privately negotiated and alternative strategies. Private equity is the dominant allocation by assets managed, with a meaningful hedge fund sleeve alongside exposures to credit, real assets and commodity-related strategies. As manager and sponsor, Marblegate structures and runs the funds that deliver these exposures rather than acting primarily as a third-party allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • ANDREW MILGRAM

    Managing Partner and Chief Investment OfficerCRD 2969042

  • DENISE WILDES

    General Counsel and Chief Compliance OfficerCRD 6426546

  • JEFFREY KRAVETZ

    Chief Financial OfficerCRD 6470754

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Contacts

1 of 1
  • PAUL ARROUET

    Managing PartnerCRD 2072250

Wealth teams

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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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
5 Greenwich Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth