Tate Capital Group

Overview

Tate Capital Group operates as an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves a mix of individual and family clients as well as institutional relationships, with core services centered on financial planning and portfolio management for individuals and small businesses. Compensation is a blend of percentage-of-AUM fees and fixed-fee arrangements. The firm does not position itself as a capital allocator and appears to place clients into externally managed vehicles rather than operating third-party funds. Tate Capital Group reports it is not an active ESG investor and is not registered as a multi-state adviser; it is also not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives