8 Gate Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
8 Gate Advisors LLC provides ongoing portfolio management services to high‑net‑worth individuals, creating a tailored Investment Policy Statement for each client and offering both discretionary and non‑discretionary management that primarily recommends equities and fixed income. The firm prepares monthly account reports and offers performance‑based fee arrangements to qualified clients under a high‑water‑mark framework.
The firm’s investment process combines fundamental and quantitative analysis and employs a long‑term trading approach, with documented risk tolerance and monthly account reviews. 8 Gate requires clients to custody assets with a specified broker‑dealer (Interactive Brokers), states it seeks best execution, does not accept soft‑dollar benefits, and does not participate in wrap fee programs.
Noteworthy features disclosed in the brochure include that the firm’s principal is also a lawyer and may offer legal services outside the advisory business, a relationship the firm identifies as a potential conflict of interest. The firm was formed in July 2026 and, as of the brochure date, reported no assets under management or clients; it also does not act as a private fund adviser and mandates a specific custodian, which are uncommon attributes among peers in this regulatory category.
Client services
Expertise
Fee options
1.50% annually; single tier for all assets
1.00% AUM plus 15% performance fee on capital appreciation with high water mark (for qualified clients)
Main office
Menlo Park CA
Advisors at this office
1
Most active in
California
Also doing business as
8 Gate Advisers · 8 Gate Advisers LLC · 8 Gate Advisors LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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