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GATEPASS CAPITAL, LLC
CRD 329404 · SEC 801-129402
5005 ROCKSIDE ROAD, SUITE 230, INDEPENDENCE, OH, 44131, United States
Phone
833-428-3727
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$299.1M
Discretionary AUM
$274.7M
Team
8 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $13.1M |
| High net worth individuals | 90 | $264.4M |
| Pooled investment vehicles | 6 | $7.8M |
| Pension/profit sharing plans | 3 | $8.7M |
| Charitable organizations | 4 | $4.8M |
| Corporations/business entities | 1 | $69K |
States served
MI, NY, OH, SC, FL
All web addresses on file
Official SEC filing: View on IAPD