Wingate Advisors LLC

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Wingate Advisors LLC ✚
CRD #	157169
SEC #	801-73198
CIK #
AUM
Employees	11 (82% Investors, 0% Brokers)
Phone	214-720-1313
Address	750 N St Paul Dallas, TX 75201
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Wingate Partners V TX Co-Investment LP	[2015-03-31]	25.0 M	22.5 M
	Offered $25,000,000 · Filed 2014-06-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE	Wingate Affiliates V LP	[2013-06-27]		7.4 M
	Filed 2013-06-24 (D) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Not Applicable
PE	Wingate Partners V LP	[2013-06-27]		197.1 M
	Offered $253,000,000 · Filed 2013-06-24 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $253,000,000 · Duration One year or less · Revenue Not Applicable
PE	Wingate Affiliates III LP	2012-02-08		0.0 M
PE	Wingate Affiliates IV LP	[2012-02-08]		0.4 M
PE	Wingate Partners III LP	2012-02-08		0.2 M
PE	Wingate Partners IV LP	2012-02-08		13.3 M

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(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	5	240.8
(g) Pension and profit sharing plans	0	0.0
(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	5	240.8
By Discretionary
Discretionary	5	240.8
Non-Discretionary	0	0.0
Total	5	240.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		240.8
Total	5	240.8

Form D Directors	Role	# Filings	# Firms
James Johnson	Executive Officer	68	3
Christopher Dupre	Executive Officer	13	3
Jason Reed	Executive Officer	6	2
Bradley Brenneman	Executive Officer	4	2
Brian Steinbrueck	Executive Officer	4	2
Jay Applebaum	Executive Officer	3	1
Wingate Management Company V LP	Director	2	1
Wingate Management Limited V LLC	Director	2	1
NA Wingate Management Limited V LLC	Director	1	1
Wingate Advisors LLC	Executive Officer	1	1
View All

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

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Wingate Advisors LLC

Assets, Funds, Holdings