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GATEWAY INVESTMENT ADVISERS, LLC

CRD 146681File 801-68972
APPROVED
Retail clients
Disclosure events
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.59B
Top 10% of cohort (national)
Discretionary AUM
$11.59B
Clients
318
318 accounts
Employees
28
Top 10% of cohort in OH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Apr 18, 2008
Principal office
312 WALNUT STREET, SUITE 3500, CINCINNATI, OH, 45202-9834
Phone
513-719-1100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$11.59B
Discretionary AUM
$11.59B
Non-discretionary AUM
$0
Discretionary accounts
318
Non-discretionary accounts
0
Total accounts
318
AUM per client
$36.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other15$155.7M
Investment companies6$9.53B
High net worth individuals294$1.62B
State or municipal government entitiesFewer than 5$282.5M
Individuals (other than high net worth individuals)Fewer than 5$1.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11A1
  • Q11C2
  • Q11C5

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.