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Gateway Investment Advisers LLC
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CRD # | 146681 |
SEC # | 801-68972 |
CIK # | 0001114618 |
AUM | $8.8 BB (2024-06-25) |
Employees | 21 (29% Investors, 0% Brokers) |
Phone | 513-719-1100 |
Address | 312 Walnut Street Cincinnati, OH 45202-9834 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.7 | |
AAPL | 2,382.8 | 0.6 | |
NVDA | 399.6 | 0.6 | |
AMZN | 1,093.0 | 0.4 | |
GOOG | 1,482.6 | 0.3 | |
META | 434.9 | 0.2 | |
LLY | 301.8 | 0.2 | |
AVGO | 201.3 | 0.2 | |
JPM | 340.2 | 0.1 | |
V | 419.3 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 25 | 0.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 6 | 8.4 |
(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 | 1 | 0.2 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 1 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 6 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 39 | 8.8 |
By Discretionary | ||
Discretionary | 39 | 8.8 |
Non-Discretionary | 0 | 0.0 |
Total | 39 | 8.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 8.8 | |
Total | 39 | 8.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001114618] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ramirez Asset Management Inc
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|
NY | 9.1 |
Vident Advisory LLC
✚
|
GA | 9.0 |
Agincourt Capital Management LLC
✚
|
VA | 9.0 |
Pyrford International Ltd
✚
|
8.6 | |
Shepherd Kaplan LLC
✚
|
MA | 8.6 |
Newedge Wealth LLC
✚
|
CT | 8.6 |
Forum Financial Management LP
✚
|
IL | 8.5 |
James Hambro & Partners LLP
✚
|
8.5 | |
Bartlett & Co Wealth Management LLC
✚
|
OH | 8.4 |
Johnson Wealth Inc
✚
|
WI | 8.4 |