Gatemore

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

Firm details

Headquarters
Aspen, Colorado
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 is structured as a limited partnership that acts as a multi-strategy fund manager across hedge fund, private equity and venture capital strategies. The firm positions itself as an allocator and operator of pooled investment vehicles, serving primarily institutional clients. Gatemore is registered with the SEC (registration year: 2024) and carries out roles typical of sponsors and general partners, including serving as a CPO/CTA and providing portfolio management for pooled vehicles. Compensation is a mix of percentage-of-AUM and performance-based fees. The firm does not identify as an active ESG investor and is organized as a single-state adviser for its regulatory footprint.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

    David Cassells

    Chief Financial OfficerCRD 6704971

Contacts

2 of 2
  • Liad Meidar

    Liad Meidar

    Founder and Managing PartnerCRD 2943000

  • George Cadbury

    PartnerCRD 7726736

Wealth teams

FINTRX

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

Aspen, CO

Pitkin

Location

Aspen, CO

Headquartered in Aspen, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.

Metro area
Edwards-Glenwood Springs, CO
Region
West
County
Pitkin
Address
520 E Cooper Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth