Iron Gate Global Advisors LLC

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Assets, Funds, Holdings

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Iron Gate Global Advisors LLC
CRD #111177
SEC #801-110310
CIK #0001131181
AUM 1,323.2 M (2026-03-31)
Employees 7 (100% Investors, 0% Brokers)
Phone888-591-0334
Address960 North 400 East
North Salt Lake, UT 84054
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
1400112084056028001999200820172027
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 83.5
Nvidia Corp 72.0
Apple Inc 71.0
Alphabet Inc 70.1
Facebook Inc 69.9
American Express Co 49.0
Microsoft Corp 45.5
Uber Technologies Inc 34.5
Air Products & Chemicals Inc /DE/ 31.2
United Technologies Corp /DE/ 28.7
View All
Holdings by Sector ($M)
100080060040020002016201920232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,224 195.1
(b) Individuals (high net worth individuals) 536 908.8
(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 32 219.3
(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 3,169 1,323.2
By Discretionary
Discretionary 3,137 1,103.9
Non-Discretionary 32 219.3
Total 3,169 1,323.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,323.2
Total 3,169 1,323.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001131181]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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