Adviser Profile
| As of Date | 03/29/2024 |
| Registration status | Registration Changed to EASTGATE CAPITAL ADVISORS LLC |
| ADV Location | WINNETKA, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 51,106,537 |
| of that, discretionary | 49,641,559 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 323,459 |
| % High Net Worth | 24.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FGMK | Filing Date05/19/2025 | Form ADV-E View Report |