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GATOR CAPITAL MANAGEMENT, LLC

CRD 147067File 801-77606
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$751.1M
Above cohort median (national)
Discretionary AUM
$751.1M
Clients
26
49 accounts
Employees
7
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Feb 12, 2013
Principal office
2502 N. ROCKY POINT DR., SUITE 665, TAMPA, FL, 33607
Phone
(813) 282-7870

Assets & accounts

ADV Item 5F
Total regulatory AUM
$751.1M
Discretionary AUM
$751.1M
Non-discretionary AUM
$0
Discretionary accounts
49
Non-discretionary accounts
0
Total accounts
49
AUM per client
$28.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies2$255.7M
High net worth individuals13$18.1M
Pooled investment vehicles4$471.8M
Individuals (other than high net worth individuals)7$5.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • 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
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees67increased by1
Apr 1, 2026Clients2526increased by1
Apr 1, 2026AUM$367,700,000$751,090,000increased by$383,390,000
Apr 1, 2026Accounts2549increased by24
May 1, 2025
vs Oct 1, 2022
Employees36increased by3
May 1, 2025
vs Oct 1, 2022
DisclosuresYesNo
May 1, 2025
vs Oct 1, 2022
Clients2625decreased by1
May 1, 2025
vs Oct 1, 2022
AUM$174,088,000$367,700,000increased by$193,612,000
May 1, 2025
vs Oct 1, 2022
Accounts6325decreased by38
Apr 1, 2022Clients2426increased by2
Apr 1, 2022AUM$129,644,062$174,088,000increased by$44,443,938
Apr 1, 2022Accounts2463increased by39
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GATOR CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GATOR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.