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GatePass Capital, LLC

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Client assets under management

$277,582,261

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Clients

152

59% high-net-worth

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

51

Typical

Average account size

$1,826,199

About

GatePass Capital provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, corporations, retirement plans, and to a closed‑end private fund and special purpose vehicles (SPVs). The firm manages individual portfolios and also provides advisory and investment‑making services to pooled vehicles, including venture‑oriented SPVs that co‑invest alongside the Fund.

The firm’s stated approach emphasizes diversification, risk management and a long‑term horizon, constructing client portfolios from publicly traded equities, fixed income, ETFs/ETNs, mutual funds and, where appropriate, external managers to access alternative asset classes. For the Fund and SPVs GatePass pursues venture equity investments in early‑ and later‑stage privately held companies, and for client accounts the firm conducts ongoing due diligence and may use margin and derivatives (e.g., futures or swaps) for hedging or tactical adjustments.

GatePass is notable among peers of its size because it acts as an investment manager to a private, closed‑end venture fund and related SPVs and is eligible to receive performance‑based carried interest for those pooled vehicles, with the potential for side letters to investors. The firm also engages a sub‑adviser (Koru Capital) for the Fund, discloses an affiliated tax services business and permits certain supervised persons to offer commission‑based insurance products—arrangements the brochure says are governed by policies intended to address resulting conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.35%

Commissions

Insurance products sold under separate commission-based arrangement by Firm's supervised persons licensed as insurance agents; commissions are separate from advisory fees.

Performance-based

Carried interest (performance-based compensation) for Fund and SPVs, typically a percentage of net profits, terms specified in LLC Agreements.

Other

Account minimum: $500,000 Minimum fee: Minimum fee applies for accounts less than $500,000, calculated as (annual fee rate × $500,000) ÷ 4; minimum fee may be waived at Firm's discretion. Fee-only: Fixed project-based fees for financial planning, tax planning, trust and estate planning; fees are individually negotiated.

Main office location

GatePass Capital, LLC

5005 Rockside Road, Suite 230

Independence OH 44131, United States

Number of offices

1

Most active in

More info

Florida · Michigan · New York · Ohio · South Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn YouTube Website 833-428-3727

Advisors at this firm

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user avatar

David L

CFP®, Series 63

Independence, OH

GatePass Capital, LLC

David Lapuma is a CFP® professional affiliated with GatePass Capital, LLC, with 13 years of industry experience. He previously worked at Ancora Advisors LLC, Inverness Securities LLC, and Zelman Partners LLC before joining GatePass Capital in 2024. GatePass Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, corporations, retirement plans, and a private fund with related special purpose vehicles. The firm employs a diversified approach that includes publicly traded securities, alternative asset classes, and venture equity investments, managing both individual portfolios and pooled investment vehicles.

Private / alternative investments Founder/Business Owner Executive
user avatar

Christine K

CFP®, CFA®

Independence, OH

GatePass Capital, LLC

Christine Kalt is a CFP® and CFA® with 10 years of industry experience. She currently works at GatePass Capital, LLC and previously spent 10 years at CBIZ Financial Solutions Inc. GatePass Capital provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, retirement plans, and private pooled vehicles, including a closed-end venture fund and special purpose vehicles. The firm emphasizes diversification, risk management, and a long-term horizon, managing portfolios that include public equities, fixed income, ETFs/ETNs, mutual funds, external managers, and venture equity investments.

Private / alternative investments Founder/Business Owner Executive
user avatar

Anthony D

Series 66

Independence, OH

GatePass Capital, LLC

Anthony Debaltzo is a financial advisor at GatePass Capital, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for nine and eight years, respectively. GatePass Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, corporations, retirement plans, and private funds. The firm’s approach emphasizes diversification, risk management, and a long-term horizon, managing portfolios across multiple asset classes and pursuing venture equity investments through private funds and special purpose vehicles.

Private / alternative investments Founder/Business Owner Executive
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