Eastgate Capital Advisors LLC
Firm details
- Headquarters
- Winnetka, Illinois
- CRD number
- 220511
- Registered since
- April 26, 2024
- Website
- eastgateca.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.46%
- Individuals2.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Eastgate Capital Advisors LLC is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm serves mainly individual and family clients and bills on a mix of percentage-of-AUM and fixed-fee arrangements. Its stated advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Eastgate is identified as a capital allocator, which aligns with its use of third-party managers for certain exposures. The firm lists a law firm connection under its business activities and is not positioned as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Private Funds28%
- Other10%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
Contacts
3 of 5John Karras
Senior AssociateCRD 6520065

John Omalley
Founder and Managing DirectorCRD 2287425

William Anderson
Managing DirectorCRD 1186876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winnetka, IL
Cook
Location
Winnetka, IL
Headquartered in Winnetka, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 560 Green Bay Rd
- Time zone
- CT (UTC-6)
- Office locations
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