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David Richard Lapuma

GATEPASS CAPITAL, LLC·INDEPENDENCE, Ohio
Unclaimed Profile
5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 5754662Firm CRD# 329404
01

About

David Richard Lapuma is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with GATEPASS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GATEPASS CAPITAL, LLC
GATEPASS CAPITAL, LLC
AUM
$103M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GATEPASS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5754662
Firm CRD# 329404
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Richard Lapuma offer?
David Richard Lapuma specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are David Richard Lapuma's credentials?
David Richard Lapuma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Richard Lapuma located?
David Richard Lapuma is based in INDEPENDENCE, Ohio, working with GATEPASS CAPITAL, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does David Richard Lapuma charge for services?
David Richard Lapuma's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GATEPASS CAPITAL, LLC?
GATEPASS CAPITAL, LLC has approximately 5 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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