Eastgate Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winnetka, IL. Its latest Form ADV filing, dated March 30, 2026, reports $271M in regulatory assets under management, 5 employees, and 306 accounts.
Assets Under Management
$271M
Employees
5
Offices
--
Total Clients
55
Primary office
WINNETKA, IL
560 GREEN BAY ROAD, SUITE 200, WINNETKA, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.4% of total clients.
Top client categories% of clientsClients
1
HNWI
56.4%
31
2
Individuals
43.6%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$271Mas of March 30, 2026
Discretionary61.9%
$168M
62% of total RAUM61.9%
Non-discretionary38.1%
$104M
38% of total RAUM38.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$271M
Total Accounts306
10Y AUM Change+$139M (+104.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee11:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.