GATE CITY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$84.5M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
289122
Registered since
August 21, 2017
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations51.27%
  • Pooled Investment Vehicles31.59%
  • Other17.14%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gate City Capital Management, LLC is an SEC-registered, LLC-structured investment adviser established in 2017 that operates with a hedge-fund orientation and serves institutional clients. The firm advises pooled investment vehicles and institutional portfolios, and its compensation includes both a percentage-of-assets fee and performance-based fees. Gate City reports it is not an active ESG investor and is not a multi-state adviser; ownership is listed as individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Non-Exchange Traded Equities 13%, Cash & Cash Equivalents 7%80%
  • Exchange Traded Equities80%
  • Non-Exchange Traded Equities13%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • CHAD KOHORST

    Chief Financial Officer and Chief Operating OfficerCRD 5766454

Contacts

1 of 1
  • MICHAEL MELBY

    Founder and Portfolio ManagerCRD 4694187

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

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
8725 W Higgins Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth