Eastgate Capital Advisors LLC

RIASEC RegisteredEst. 2024
Total AUM
$271M
Discretionary
$168M
62% of AUM
Avg account
$887K
Accounts
306
Employees
5
Advisory reps
5

Firm details

Headquarters
Winnetka, Illinois
CRD number
220511
Registered since
April 26, 2024
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Private Funds 28%, Other 10%, Exchange Traded Equities 5%, Cash & Cash Equivalents 4%, US Government Bonds 3%, State & Local Bonds 1%49%
  • Public Funds/Mutual Funds49%
  • Private Funds28%
  • Other10%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents4%

Contacts

3 of 5
  • John Karras

    Senior AssociateCRD 6520065

  • John Omalley

    John Omalley

    Founder and Managing DirectorCRD 2287425

  • William Anderson

    William Anderson

    Managing DirectorCRD 1186876

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth