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TATE CAPITAL GROUP
TATE CAPITAL GROUP, LLC
CRD 332336
120 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 92660, United States
Phone
9493928874
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$33.3M
Discretionary AUM
$33.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $28.9M |
| High net worth individuals | 13 | $4.1M |
| Pension/profit sharing plans | 1 | $300K |
Official SEC filing: View on IAPD