A complete list of active advisors currently associated with GatePass Capital, LLC

Warmer can help you find a great advisor at GatePass Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at GatePass Capital, 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.