THE GATE ADVISOR

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
323953
Registered since
February 15, 2023

Firm profile

FINTRX

Overview

The Gate Advisor is a limited liability company that registered as an SEC adviser in 2023 and is owned by an individual. The firm functions primarily as an adviser, sponsor and general partner to pooled investment vehicles rather than as a traditional manager of retail advisory accounts. Its regulatory profile shows it is not positioned as a capital allocator to outside advisory clients, and it does not identify as an active ESG investor or a multistate advisor. Investment activity centers on private fund management. The firm’s filings list roles such as other investment adviser and sponsor, general partner and managing member of pooled vehicles, which indicates the team runs closed-end fund structures and takes on operational responsibilities typical of GPs (sourcing deals, negotiating terms, overseeing portfolio company value creation). Public securities activity and managed account client relationships are not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • PIERRE MORDACQ

    Founding PartnerCRD 5405760

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1345 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth