Gogate, Uday S.

Overview

Uday S. Gogate operates a small, client-focused advisory practice that concentrates on fixed-income management for individuals and families. The firm is structured as a sole proprietorship and provides portfolio management services primarily to individual and small business clients on a percentage-of-assets fee basis. The adviser’s investment posture is tilted toward credit instruments: filings show a pronounced preference for non‑investment grade corporate bonds, indicating an emphasis on income and credit premium rather than equity-driven growth or ESG-screened strategies. The practice does not identify as an active ESG investor and is not registered as a multi‑state adviser.

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