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GATEPASS CAPITAL, LLC
GATEPASS CAPITAL, LLC
INDEPENDENCE, Ohio
·
3 registered advisors
·
CRD# 329404
SEC# 801-129402
0
833-428-3727
01
Firm Overview
AUM
$103M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at GATEPASS CAPITAL, LLC
3 registered advisors
Brian Patrick Curran
INDEPENDENCE, Ohio
CRD# 7933832
David Richard Lapuma
INDEPENDENCE, Ohio
CRD# 5754662
Robert Frank Towne
INDEPENDENCE, Ohio
CRD# 7933829
05
Office Locations
INDEPENDENCE, Ohio
3 advisors
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Data sourced from SEC Form ADV filings. GATEPASS CAPITAL, LLC (CRD# 329404) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.