GatePass Capital offers investment management, financial planning, and consulting services to individuals and entities. GatePass manages client investment portfolios on a discretionary or non-discretionary basis, allocating assets among publicly-traded equity and fixed income securities, ETFs, mutual funds, and independent investment managers. GatePass also provides discretionary investment management services to a private fund and special purpose vehicles.
Assets Under Management$260M
Clients153
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fees are progressive and negotiable depending on client circumstances. Minimum fee applies for accounts under $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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