Gatemore

RIASEC RegisteredEst. 2024
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$17.1M
Accounts
14
Employees
9
Advisory reps
3

Firm details

Headquarters
Aspen, Colorado
CRD number
332864
Registered since
November 6, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gatemore is organized as a limited partnership and positions itself as a multi-strategy fund manager that runs venture capital, hedge, and private equity vehicles. The firm operates primarily for institutional clients and functions as a CPO/CTA and sponsor/general partner for pooled investment vehicles, providing portfolio management for those funds. Its compensation combines a percentage-of-AUM management fee with performance‑based fees. Gatemore is SEC-registered as of 2024, is not an active ESG investor, and describes ownership as a mix of domestic entities and individuals.

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

Owners & executives

1 of 1
  • David Cassells

    David Cassells

    Chief Financial OfficerCRD 6704971

Contacts

2 of 2
  • Liad Meidar

    Liad Meidar

    Founder and Managing PartnerCRD 2943000

  • George Cadbury

    PartnerCRD 7726736

Wealth teams

FINTRX

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

Aspen, CO

Pitkin

Location

Aspen, CO

Headquartered in Aspen, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.

Metro area
Edwards-Glenwood Springs, CO
Region
West
County
Pitkin
Address
520 E Cooper Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth