|
⚲
|
| Eastgate Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 220511 |
| SEC # | 801-130038 |
| CIK # | |
| AUM | $263.0 M (2025-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 312-690-4900 |
| Address | 560 Green Bay Road Winnetka, IL 60093 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 14.2 |
| (b) Individuals (high net worth individuals) | 36 | 248.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 263.0 |
| By Discretionary | ||
| Discretionary | 214 | 99.0 |
| Non-Discretionary | 55 | 164.1 |
| Total | 269 | 263.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.0 | |
| Total | 269 | 263.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Premier Private Wealth LLC
✚
|
TN | 0.3 |
|
Holland Advisory Services Inc
✚
|
FL | 0.3 |
|
Loyola Asset Management LLC
✚
|
FL | 0.3 |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 0.3 |
|
Rademacher Financial Inc
✚
|
KS | 0.3 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.3 |
|
Branson Frank A Inc
✚
|
CA | 0.3 |
|
NorthStar Financial Planning LLC
✚
|
NH | 0.3 |
|
Purefi Wealth LLC
✚
|
MA | 0.3 |
|
Catawba River Capital
✚
|
SC | 0.3 |