Overview
Assets Under Management: $103 million
High-Net-Worth Clients: 15
Average Client Assets: $6.9 million
Frequently Asked Questions
GATEMORE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135380), GATEMORE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GATEMORE CAPITAL MANAGEMENT, LLC serves 15 high-net-worth clients according to their SEC filing dated July 05, 2018. View client details ↓
According to their SEC Form ADV, GATEMORE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GATEMORE CAPITAL MANAGEMENT, LLC manages $103 million in client assets according to their SEC filing dated July 05, 2018.
According to their SEC Form ADV, GATEMORE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $6.9 million
Total Client Accounts: 190
Discretionary Accounts: 188
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 135380
Filing ID: 1225142
Last Filing Date: 2018-07-05 09:56:00