INDEPENDENCE, OHCRD 329404Latest ADV March 27, 2026
Gatepass Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Independence, OH. Its latest Form ADV filing, dated March 27, 2026, reports $299M in regulatory assets under management, 8 employees, and 411 accounts.
Assets Under Management
$299M
Employees
8
Offices
--
Total Clients
167
Primary office
INDEPENDENCE, OH
5005 ROCKSIDE ROAD, SUITE 230, INDEPENDENCE, OH, United States
Top client segmentHNWI represent 53.9% of total clients.
Top client categories% of clientsClients
1
HNWI
53.9%
90
2
Individuals
37.1%
62
3
Pooled Investment Vehicles
3.6%
6
4
Charitable
2.4%
4
5
Pension Plans
1.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of March 27, 2026
Discretionary91.8%
$275M
92% of total RAUM91.8%
Non-discretionary8.2%
$24M
8% of total RAUM8.2%
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$299M
Total Accounts411
10Y AUM Change+$299M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee21:1
10Y Employee Change+7 (+700.0%)
* 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.