Straitgate Financial L.L.C.

Overview

Straitgate Financial L.L.C. is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm acts primarily as a capital allocator and financial planner, offering portfolio management, financial planning, pension consulting and the selection of third-party advisers. Its client service model is focused on advisory relationships where clients retain trading authority: the adviser reports nearly all assets as non-discretionary, reflecting a consultative, client-directed implementation style rather than full portfolio management authority. Investment activity centers on publicly available pooled vehicles as core exposures, with the firm relying on mutual funds for the largest portion of client assets. Straitgate Financial L.L.C. does not position itself as an active ESG investor and operates from a single-state footprint rather than a national/multi-state advisory platform. Fee arrangements include both percentage-of-AUM billing and fixed fees, consistent with a mixed advisory practice that provides both ongoing portfolio oversight and project-based planning work.

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Location & Offices