Gatepass Capital, LLC

RIASEC RegisteredEst. 2024

Total AUM

$299M

Discretionary

$275M

92% of AUM

Avg account

$728K

Accounts

411

Employees

Advisory reps

Firm details

Headquarters: Independence, Ohio
CRD number: 329404
Registered since: February 5, 2024
Website: www.gatepass.capital
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI88.41%
Individuals4.39%
Pension & Profit Sharing Plans2.9%
Pooled Investment Vehicles2.6%
Charitable Organizations1.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gatepass Capital, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2024. The firm positions itself as a capital allocator serving both individual and institutional clients and offers a mix of fee arrangements — percentage of AUM, fixed fees and performance-based fees. Services span financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus selection of other advisers and educational programming. Gatepass also operates as an insurance broker and lists an accounting industry affiliation. The firm is not identified as an active ESG investor and is not presented as a multi-state or pension consultant adviser.