GATEMORE

RIASEC RegisteredEst. 2024
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$17.1M
Accounts
14
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
332864
Registered since
November 6, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gatemore operates as a limited partnership and is registered with the SEC as of 2024. The firm functions as a multi-strategy fund manager that runs venture capital, hedge fund, and private equity vehicles. Its business model centers on managing pooled investment vehicles: Gatemore acts as CPO/CTA and as sponsor, general partner or managing member for the funds it runs. The client base is institutional, and compensation combines an asset-based fee with performance fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • DAVID CASSELLS

    Chief Financial OfficerCRD 6704971

Contacts

2 of 2
  • LIAD MEIDAR

    Founder and Managing PartnerCRD 2943000

  • George Cadbury

    PartnerCRD 7726736

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
430 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth