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| Gateway Investment Advisers LLC
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| CRD # | 146681 |
| SEC # | 801-68972 |
| CIK # | 0001114618 |
| AUM | 11.59 B (2026-04-01) |
| Employees | 28 (36% Investors, 0% Brokers) |
| Phone | 513-719-1100 |
| Address | 312 Walnut Street Cincinnati, OH 45202-9834 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001114618 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.1 | ||
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Amazon Com Inc | 0.4 | ||
| Facebook Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Micron Technology Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Lilly Eli & Co | 0.2 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Lam Research Corp | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| Morgan Stanley | 0.1 | ||
| Intel Corp | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| UnitedHealth Group Inc | 0.1 | ||
| Western Digital Corp | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.0 |
| (b) Individuals (high net worth individuals) | 294 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 9.5 |
| (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 | 0.3 |
| (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 | 15 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 11.6 |
| By Discretionary | ||
| Discretionary | 318 | 11.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 318 | 11.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.6 | |
| Total | 318 | 11.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001114618] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $11.1B |
| Serves | Institutional, Retail |
| LEI | 2549002647OOEMNEFG65 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gusto Investment Services LLC
✚
|
CA | 12.01 B |
|
Stonebridge Advisors LLC
✚
|
CT | 11.83 B |
|
Greenhaven Associates Inc
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|
NY | 11.66 B |
|
CSM Advisors LLC
✚
|
PA | 11.65 B |
|
Everett Harris & Co
✚
|
CA | 11.53 B |
|
QRG Capital Management Inc
✚
|
PA | 11.41 B |
|
Fiduciary Management Inc
✚
|
WI | 11.36 B |
|
Heck Capital Advisors LLC
✚
|
WI | 11.31 B |
|
Perigon Wealth Management LLC
✚
|
CA | 11.29 B |
|
Hyperion Asset Management Limited
✚
|
11.14 B |