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| Iron Gate Global Advisors LLC
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|---|---|
| CRD # | 111177 |
| SEC # | 801-110310 |
| CIK # | 0001131181 |
| AUM | 1,323.2 M (2026-03-31) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 888-591-0334 |
| Address | 960 North 400 East North Salt Lake, UT 84054 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001131181 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Alphabet Inc | 28.3 | ||
| Netflix Inc | 24.5 | ||
| Hershey Co | 22.5 | ||
| Visa Inc | 21.7 | ||
| Johnson & Johnson | 16.7 | ||
| Palo Alto Networks Inc | 15.9 | ||
| Palantir Technologies Inc | 14.6 | ||
| Wal Mart Stores Inc | 4.5 | ||
| Caterpillar Inc | 3.6 | ||
| Tesla Motors Inc | 2.8 | ||
| Eaton Corp Ltd | 2.2 | ||
| Procter & Gamble Co | 1.9 | ||
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| 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 |
| Serves | Retail |
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|---|---|---|
|
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1,269.4 M | |
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