Gatemore Capital Management, LLC (London)

Name: Gatemore Capital Management, LLC
Address: 33 Cavendish Square, London, W1 G 0 Pw
Telephone: 4402075800300

Gatemore Capital Management, LLC is a large advisory firm based in London. It manages $123.64 million of regulatory assets for 297 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, New York, and Pennsylvania.

Gatemore Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gatemore Capital Management: assets under management

The assets under management (AUM) of Gatemore Capital Management, LLC is $123.64 million. The firm's AUM has grown by 31% since the beginning of its operation, and $4.14 million of the total AUM is attributable to clients outside of the United States.

The firm manages $122.6 million in discretionary accounts and $1.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $415.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $518.41 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 43% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 43% of the firm’s portfolio. Investments in pooled investment vehicles form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gatemore Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gatemore Capital Management serves?

The only and largest group of clients of Gatemore Capital Management is high net worth individuals with 15 clients and $123.64 million of assets under management. Among the 12 most similar advisory firms, Gatemore Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $123.64 million for 15 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.

Gatemore Capital Management doesn't advise any private funds.

Careers at Gatemore Capital Management, LLC

The company employs 13 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Liad Yehuda Meidar	Managing member	1 May 2005	50% - 75%	2943000
David Barker Ford	Managing member / chief compliance officer	1 May 2005	50% - 75%	2926269
David Cassells	Chief compliance officer	1 Aug 2016	Other	6704971
David Anthony Cassells	Chief compliance officer	1 Aug 2016	Other	6704971
Wadad Nadim Cortas	Manager	1 Dec 2016	Other	4442475
Wadad N. Cortas	Manager	1 Dec 2016	Other	4442475

Based in London

The principal office where Gatemore Capital Management, LLC performs its advisory services is located at 33 Cavendish Square, London, W1 G 0 Pw, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 4402075800300 or by fax 4402079909469. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at gatemore.com.