|
⚲
|
| Keyboard |
| Eastgate Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 220511 |
| SEC # | 801-130038 |
| CIK # | |
| AUM | 271.5 M (2026-03-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 24 | 6.9 |
| (b) Individuals (high net worth individuals) | 31 | 264.6 |
| (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 | 306 | 271.5 |
| By Discretionary | ||
| Discretionary | 259 | 167.9 |
| Non-Discretionary | 47 | 103.6 |
| Total | 306 | 271.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.5 | |
| Total | 306 | 271.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
46 Peaks LLC
✚
|
PA | 272.1 M |
|
Magnolia Private Wealth LLC
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|
PA | 272.1 M |
|
Bull Street Advisors LLC
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|
GA | 271.9 M |
|
Generational Private Wealth LLC
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|
271.9 M | |
|
Fox Financial Inc
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|
PA | 271.8 M |
|
True Vision MN LLC
✚
|
MN | 271.7 M |
|
True Blue Financial LLC
✚
|
MI | 271.5 M |
|
Palisades Investment Partners LLC
✚
|
CA | 271.0 M |
|
OFG Financial Services Inc
✚
|
KS | 271.0 M |
|
Councilmark Asset Management LLC
✚
|
TN | 270.8 M |