A complete list of active advisors currently associated with 8 Gate Advisors LLC

Warmer can help you find a great advisor at 8 Gate Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at 8 Gate Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Anand Samuel	Menlo Park, CA	0

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