AltMountain

Gotham Balanced Value Strategies (US), LP

New York, NY · CIK 1502583 · Managed by Gotham Asset Management, LLC

Gotham Balanced Value Strategies (US), LP is a hedge fund based in New York, New York. According to its most recent Form D, filed Oct 15, 2026, the fund has sold $150,340,034 of interests to 23 investors since its first sale in Jul 2009. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Joel Greenblatt; Robert Goldstein; _ Gotham Hedge Strategies GP, LLC.

Performance

13F estimate · public data only

No verified returns have been reported for this fund. As a rough guide, Gotham Asset Management, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +12.8% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +37.6% (S&P 500: +37.2%).

This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.

Is this your fund? Report your monthly returns · How performance works

Total raised
$150,340,034Cumulative sales reported on Form D
Investors
23
First sale
Jul 1, 2009
Minimum investment
$1,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Joel Greenblatt; Robert Goldstein; _ Gotham Hedge Strategies GP, LLC
Latest Form D
Oct 15, 2026

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Gotham Balanced Value Strategies (US), LP

What is the minimum investment for Gotham Balanced Value Strategies (US), LP?

According to its latest Form D, filed Oct 15, 2026, the minimum investment Gotham Balanced Value Strategies (US), LP accepts from an outside investor is $1,000,000.

Who can invest in Gotham Balanced Value Strategies (US), LP?

Gotham Balanced Value Strategies (US), LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Gotham Balanced Value Strategies (US), LP raised?

Gotham Balanced Value Strategies (US), LP reports $150,340,034 sold from 23 investors on its Form D filed Oct 15, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Gotham Balanced Value Strategies (US), LP based?

Gotham Balanced Value Strategies (US), LP is based in New York, New York and is managed by Gotham Asset Management, LLC.

When did Gotham Balanced Value Strategies (US), LP launch?

Gotham Balanced Value Strategies (US), LP reports its first sale in Jul 2009.

Size compared with every hedge fund

Raised more than 61% of the 2,544 hedge funds based in New York, and more than 65% of all 10,307 that report sales.

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