Gateway Investment Advisers, LLC

RIASEC RegisteredEst. 2008

Total AUM

$11.6B

Discretionary

$11.6B

100% of AUM

Avg account

$36.4M

Accounts

318

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 146681
Registered since: April 18, 2008
Website: www.gia.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Investment Companies82.2%
HNWI14%
State / Municipal Government2.44%
Corporations / Businesses1.34%
Individuals0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gateway Investment Advisers, LLC is an SEC-registered investment advisory firm organized as an LLC and active since 2008. The firm charges fees as a percentage of assets under management and serves a mix of individual and family clients as well as institutional accounts. Its core advisory work centers on discretionary portfolio management across individuals/small businesses, investment companies, pooled investment vehicles and other institutional or business clients. Gateway is not positioned as an ESG-focused adviser, does not identify as a pension consultant, and is not classified as a capital allocator. Regulatory and industry affiliations reported by the firm extend beyond pure advisory activity and include roles or connections with broker-dealers, banking and trust institutions, insurance companies, futures/commodities entities, and sponsors or general partners of pooled investment vehicles.