Gateway Investment Advisers LLC

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Assets, Funds, Holdings

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Gateway Investment Advisers LLC
CRD #146681
SEC #801-68972
CIK #0001114618
AUM $8.8 BB (2024-06-25)
Employees 21 (29% Investors, 0% Brokers)
Phone513-719-1100
Address312 Walnut Street
Cincinnati, OH 45202-9834
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
151296302006201220182025
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 ($BB)
151296302013201720212025
AUM Breakdown Accounts AUM ($BB)
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
13F-HR [0001114618]
Comparable Firms State AUM ($BB)
Ramirez Asset Management Inc
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
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