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GATEPASS CAPITAL, LLC
INDEPENDENCE, OH
833-428-3727
SEC #801-129402Total AUM
$299.1M
Employees
8Clients
167Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5005 ROCKSIDE ROAD
SUITE 230
INDEPENDENCE
OH 44131
United States
SUITE 230
INDEPENDENCE
OH 44131
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
833-428-3727
Financials
Total AUM
$299.1M
Accounts
411Discretionary
$274.7M
Accounts
399Non-Discretionary
$24.4M
Accounts
12
Clients
Individual Clients
62AUM
$13.1M
HNW Individual Clients
90AUM
$264.4M
Pooled Vehicle Clients
6AUM
$7.8M
Pension/Profit Sharing Plan Clients
3AUM
$8.7M
Charitable Organization Clients
4AUM
$4.8M
Corporation or Business Clients
1AUM
$69.2K
Other Clients
1AUM
$250.3K
Description of Other Clients
PROPRIETARY ACCOUNT
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLMINYOHSC
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.