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GATSBY MANAGEMENT, LLC

· CRD 334518 · IAPD ↗ · gatsbyinc.co · 818-618-0569

$921.9MRegulatory AUM
1Advisory reps
5Employees
5Clients
n/aPlanning clients
16Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
October 2026 — GATSBY MANAGEMENT, LLC (location n/a) is newly SEC-registered with $921.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.