Gate City Capital Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$84.5M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
289122
Registered since
August 21, 2017
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations51.27%
  • Pooled Investment Vehicles31.59%
  • Other17.14%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gate City Capital Management, LLC is a privately owned limited liability company that operates as an SEC-registered hedge fund manager (registered in 2017). The firm targets institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its compensation model combines a percentage-of-assets fee with performance-based fees. Gate City does not position itself as an ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Non-Exchange Traded Equities 13%, Cash & Cash Equivalents 7%80%
  • Exchange Traded Equities80%
  • Non-Exchange Traded Equities13%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Chad Kohorst

    Chad Kohorst

    Chief Financial Officer and Chief Operating OfficerCRD 5766454

Contacts

1 of 1
  • Michael Melby

    Michael Melby

    Founder and Portfolio ManagerCRD 4694187

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
8725 W Higgins Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth