Gate City Capital Management, LLC
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Overview
Gate City Capital Management, LLC operates as an advisory firm located in Chicago, Illinois. Gate City Capital Management, LLC administers $143.2 million in assets under management throughout three accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). It has a small group, including 4 financial advisors. Gate City Capital Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, bonds and stocks.
Gate City Capital Management, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell decisions are made by an investment advisor without needing the customer's approval. The company's average account size is $47.7 million. An average financial advisor at Gate City Capital Management, LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Gate City Capital Management, LLC's central office is located at 8725 W Higgins Rd, Chicago, Illinois 60631.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gate City Capital Management, LLC by the Numbers
$143.2 million
4
3
$47.7 million
Fee Structure
A financial advisor's fees typically vary depending on the type of financial services provided. However, fees billed by Gate City Capital Management, LLC can be comprised of some blend of the following fee structures: asset-based or performance-based. Gate City Capital Management, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its three customers, Gate City Capital Management, LLC's largest client group is pooled investment vehicles. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gate City Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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