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 registered investment advisor that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (2024) and is owned by an individual proprietor. Its advisory mandate emphasizes fee-based portfolio management and financial planning for individuals, small businesses and institutions, and it also performs third‑party manager selection. Eastgate's client base is largely private clients and families; it charges a mix of percentage‑of‑assets and fixed fees. Investment activity is centered on pooled public funds and mutual funds as the core sleeve, supplemented by allocations to external alternative fund managers. The firm is explicit about using private equity, hedge funds, private placements and real estate as alternative channels. Eastgate does not identify as an active ESG investor and is not classified as a multi‑state adviser. The firm lists a law‑firm affiliation among its business activities, which suggests advisory relationships that may intersect with legal and estate planning needs.
Assets & Accounts
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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