Wingate Capital Advisors LLC

Overview

Wingate Capital Advisors LLC is an independent, individually owned registered investment adviser organized as an LLC that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its reported practice is non-discretionary portfolio management rather than acting as a capital allocator or institutional fund-of-funds manager. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices