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They include 245 high-net-worth individuals, 33 pooled investment vehicles and 11 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gotham Asset Management offer?","answer":"Gotham Asset Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Gotham Asset Management use?","answer":"Gotham Asset Management’s separately managed account assets are held at Bofa Securities, Inc. (New York, NY), with $6,188,093,437, Pershing LLC (Jersey City, NJ), with $4,490,642,208 and Morgan Stanley & Co. LLC (New York, NY), with $3,777,677,476. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gotham Asset Management have?","answer":"Gotham Asset Management has 4 investment adviser representatives registered with state securities authorities, out of 56 employees, and 22 perform investment advisory functions. 10 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gotham Asset Management invest in?","answer":"At the end of its last fiscal year, Gotham Asset Management’s separately managed accounts held 82% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 1% derivatives and 1% cash and equivalents. 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