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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gates PASS Advisors LLC
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|---|---|
| CRD # | 269983 |
| SEC # | 801-123686 |
| CIK # | |
| AUM | $188.0 M (2025-07-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 650-797-0280 |
| Address | 280 2nd Street Los Altos, CA 94022 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 12.2 |
| (b) Individuals (high net worth individuals) | 48 | 175.7 |
| (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 | 279 | 188.0 |
| By Discretionary | ||
| Discretionary | 279 | 188.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279 | 188.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 182.8 | |
| Total | 279 | 188.0 |
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|---|---|---|
|
Foster & Wood Inc
✚
|
OR | 0.2 |
|
Fortune 45 LLC
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LA | 0.2 |
|
Inflection Capital Management LLC
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CA | 0.2 |
|
Mindful Wealth LLC
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IL | 0.2 |
|
Geneva Financial Group LLC
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NJ | 0.2 |
|
Baring Financial LLC
✚
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WA | 0.2 |
|
Weis Advisory LLC
✚
|
IA | 0.2 |
|
Premis Advisors LLC
✚
|
GA | 0.2 |
|
Center for Wealth Management LLC
✚
|
0.2 | |
|
CH Douglas & Gray LLC
✚
|
IN | 0.2 |