Tate Capital Group

Overview

Tate Capital Group is a California-based independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional investors, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets approach with flat fees for certain services. The firm’s filings identify equities as the primary preference and do not characterize the adviser as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices