Gator Capital Management, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 147067
- Registered since
- February 12, 2013
- Website
- www.gatorcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles62.81%
- Investment Companies34.05%
- HNWI2.41%
- Individuals0.73%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gator Capital Management, LLC is a privately owned investment adviser organized as an LLC and registered with the SEC in 2013. The firm operates as a hedge fund manager that serves individuals, families and institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, and portfolio management for businesses or institutions. Compensation comes from a mix of asset-based fees and performance or incentive fees. The firm does not self-identify as an active ESG investor and is not a multi-state or newly formed adviser. Gator also acts as a sponsor and general partner or managing member for pooled investment vehicles it manages, indicating a hands-on role in the private funds it operates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents6%
- US Government Bonds3%
Owners & executives
2 of 2
Kyle Bubeck
Chief Compliance OfficerCRD 4784699

Erik Anderson
COO & CFOCRD 4737526
Contacts
3 of 3
Derek Pilecki
Managing Member and Portfolio ManagerCRD 2254221

Jonathan Bale
Vice PresidentCRD 6489098

Christopher Pilecki
Trader and Quantitative AnalystCRD 4200518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$11.5M in ETFs
100%
$11.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $4.3M | 20,361 | 37.60% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 2502 N Rocky Point Dr
- Time zone
- ET (UTC-5)
- Office locations
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