Gates Pass Advisors, LLC
● SEC registered since 2022CRD 269983SEC# 801-123686Los Altos, CA
Reg. AUM
$207.6M
Employees
3
Accounts
279
Location
Los Altos, CA
Gates Pass Advisors, LLC assets under management
Gates Pass Advisors, LLC is a registered investment adviser overseen by the SEC based in Los Altos, CA. The firm has been registered since 2022. It reports $207.6 million in regulatory assets under management and employs 3 people.
Gates Pass Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kanaka Esther Szabo-Cummings Control | Member And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Gates Pass Advisors, LLC manage?
Gates Pass Advisors, LLC reports $207.6 million in regulatory assets under management on its Form ADV.
How many employees does Gates Pass Advisors, LLC have?
Gates Pass Advisors, LLC reports 3 employees.
Where is Gates Pass Advisors, LLC located?
Gates Pass Advisors, LLC is based in Los Altos, CA and has been SEC-registered since 2022.
Does Gates Pass Advisors, LLC disclose fund performance?
Gates Pass Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 280 2nd Street, Suite 280, Los Altos, CA 94022 |
| Phone | 650-797-0280 |
| Fax | 650-209-4696 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$207.6M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$207.6Mregulatory AUM
Discretionary $207.6M