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| Gates PASS Advisors LLC
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| |
|---|---|
| CRD # | 269983 |
| SEC # | 801-123686 |
| CIK # | |
| AUM | $151.3 MM (2024-06-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-797-0280 |
| Address | 280 2nd Street, Suite 280 Los Altos, CA 94022 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 24.4 |
| (b) Individuals (high net worth individuals) | 37 | 126.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 243 | 151.3 |
| By Discretionary | ||
| Discretionary | 241 | 149.3 |
| Non-Discretionary | 2 | 2.0 |
| Total | 243 | 151.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 148.6 | |
| Total | 243 | 151.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shaffer Capital Advisers LLC
✚
|
OH | 0.2 |
|
Colman Knight Advisory Group LLC
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|
MA | 0.2 |
|
Reservoir Retirement Management LLC
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OH | 0.2 |
|
Broadwater Capital Management LLC
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MA | 0.2 |
|
Pinnacle Portfolio Advisors LLC
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ID | 0.2 |
|
Opus Financial Solutions LLC
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IL | 0.2 |
|
Eagle Investment Advisors LLC
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PA | 0.2 |
|
Steeloaks Investment Advisers Inc
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|
WV | 0.2 |
|
McBride Financial Advisors LLC
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|
WA | 0.2 |
|
Fortune 45 LLC
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|
LA | 0.2 |