Gatepass Capital, LLC

RIASEC RegisteredEst. 2024

Total AUM

$299M

Discretionary

$275M

92% of AUM

Avg account

$728K

Accounts

411

Employees

Advisory reps

Firm details

Headquarters: Independence, Ohio
CRD number: 329404
Registered since: February 5, 2024
Website: www.gatepass.capital
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI88.41%
Individuals4.39%
Pension & Profit Sharing Plans2.9%
Pooled Investment Vehicles2.6%
Charitable Organizations1.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gatepass Capital, LLC is an independent registered investment adviser that describes itself as a capital allocator serving both individual/family and institutional clients. The firm offers financial planning and portfolio management across individual, pooled vehicle, business and institutional accounts, and it also provides manager selection and educational seminars. Gatepass supplements advisory services with insurance brokerage capabilities and lists an accountant among its industry affiliations. Its fee schedule includes percentage-of-AUM billing, fixed fees and performance-based arrangements. The firm is not an ESG-focused investor and is registered with the SEC as of 2024.