GatePass Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$277,582,261
Clients
152
Advisors
3
of 8 employees
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
Expertise
Occupation focus
Fee options
$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%
Insurance products sold under separate commission-based arrangement by Firm's supervised persons licensed as insurance agents; commissions are separate from advisory fees.
Carried interest (performance-based compensation) for Fund and SPVs, typically a percentage of net profits, terms specified in LLC Agreements.
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
5005 Rockside Road, Suite 230
Independence OH 44131
Advisors at this office
3
Most active in
Florida · Michigan · New York · Ohio · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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.
Quick links
Advisors at this firm
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.
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.
Anthony D
Series 66
Independence, OH
GatePass Capital, LLC
Anthony Debaltzo is a financial advisor at GatePass Capital, LLC with 10 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 emphasizes diversification, risk management, and a long-term investment horizon, managing portfolios across public equities, fixed income, alternative assets, and venture equity investments through pooled vehicles.
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