SourcingSourcing

GATE US LLC

C0
CRD 10863
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GATE US LLC
CRD
10863
SEC file #
—
EIN
320437764
DBA names
Gate Us IncL.j. Goldstein & Company, IncorporatedGate Us Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
—
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Owner Count
0

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001636767
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2015-03-18
Edgar Last Filing Date
2015-03-18
Edgar Form D Count
1
Edgar Form D Offerings
2015-03-182015-03-18 · 0001636767-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (7)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Edgar Addresses
Mailing
1345 AVENUE OF THE AMERICAS2ND FLOORNEW YORK CITY, NY 10105
Business
1345 AVENUE OF THE AMERICAS2ND FLOORNEW YORK CITY, NY 10105
Edgar EIN
320437764
Edgar Recent Filings
D2015-03-18 · 0001636767-15-000001