Gatewood Capital Management LLC
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Learn more about Gatewood Capital Management LLC
Overview
Gatewood Capital Management LLC is a financial advisory firm headquartered in New York, New York. Gatewood Capital Management LLC administers $688.9 million in assets under management over four client accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). The company has a small group, including 10 financial advisors. Gatewood Capital Management LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, options and stocks.
Gatewood Capital Management LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without requiring the customer's approval. The advisory firm's typical account size is $172.2 million. The typical advisor at Gatewood Capital Management LLC oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The company's main office is located at 66 Hudson Blvd. E, New York, New York 10001.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gatewood Capital Management LLC by the Numbers
$688.9 million
11
4
$172.2 million
Fee Structure
Fees for financial management depend on which services are provided. However, fee types billed by the firm likely consist of some blend of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services 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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its four accounts, Gatewood Capital Management LLC's largest client type by number of accounts is pooled investment vehicles. About 50% of the firm's customers are from outside of the U.S.
- 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
Gatewood Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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