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GATEPASS CAPITAL, LLC
CRD 329404File 801-129402
APPROVED
Retail clients
Custody
Filing as of Jun 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$299.1M
Below cohort median (national)
Discretionary AUM
$274.7M
Non-discretionary $24.4M
Clients
166
411 accounts
Employees
8
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 5, 2024
- Principal office
- 5005 ROCKSIDE ROAD, SUITE 230, INDEPENDENCE, OH, 44131
- Phone
- 833-428-3727
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $299.1M
- Discretionary AUM
- $274.7M
- Non-discretionary AUM
- $24.4M
- Discretionary accounts
- 399
- Non-discretionary accounts
- 12
- Total accounts
- 411
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $69K |
| Charitable organizations | 4 | $4.8M |
| High net worth individuals | 90 | $264.4M |
| Pooled investment vehicles | 6 | $7.8M |
| Pension and profit sharing plans | 3 | $8.7M |
| Individuals (other than high net worth individuals) | 62 | $13.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 167 | 166 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.