Overview
Assets Under Management: $262 million
Headquarters: INDEPENDENCE, OH
High-Net-Worth Clients: 78
Average Client Assets: $3 million
Frequently Asked Questions
GATEPASS CAPITAL, 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 #329404), GATEPASS CAPITAL, LLC is subject to fiduciary duty under federal law.
GATEPASS CAPITAL, LLC is headquartered in INDEPENDENCE, OH.
GATEPASS CAPITAL, LLC serves 78 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, GATEPASS CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
GATEPASS CAPITAL, LLC manages $262 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, GATEPASS CAPITAL, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 346
Discretionary Accounts: 334
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 329404
Filing ID: 2029265
Last Filing Date: 2025-11-21 11:45:42
Website: 0