Gateway Investment Advisers, LLC

RIASEC Registered

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 institutional registered investment adviser organized as an LLC that has been SEC-registered since 2008. The firm manages portfolios for both individual/family clients and institutional investors on a fee‑based, percentage‑of‑AUM model. Its advisory scope includes discretionary portfolio management across individual and small business accounts, investment companies, pooled investment vehicles and institutional/business accounts. Gateway lists a wide set of industry affiliations and operational roles — including broker‑dealer relationships, sponsor/GP activity for pooled vehicles, and activities tied to trust, banking, insurance and futures structures — indicating the firm operates across multiple product and sponsor responsibilities rather than acting solely as a boutique equity manager. Gateway does not present itself as an active ESG investor.