TATE CAPITAL GROUP

Overview

Tate Capital Group is a small, independent registered investment adviser focused on wealth management for individuals, families and select institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM and fixed fees. Investment activity shows a clear preference for public equities as the primary allocation while supplementing core portfolios with third‑party alternative funds and insurance products. The firm does not operate as a capital allocator or run proprietary funds; instead it places client capital with external managers when deploying private equity, venture capital, hedge funds, private placements or real estate strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices