SourcingSourcing

GATE CITY CAPITAL MANAGEMENT, LLC

C36
CRD 289122·SEC 801-111028·CHICAGO, IL
AUM
$253.6M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$761K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GATE CITY CAPITAL MANAGEMENT, LLC
CRD
289122
SEC file #
801-111028
EIN
471729190
DBA names
—

Economics

AUM
$253.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$44.6M → $253.6M▲ +469%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
gatecitycap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MELBY, MICHAEL, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MELBY, MICHAEL, THOMAS
Biebl, Richard, Tobias
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GATECITYCAP.COM
Rdap Domain Creation Date
2014-03-01T18:42:06Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001705447
Edgar Registered
Yes
Edgar Filing Count
105
Edgar First Filing Date
2017-05-10
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001398344-26-009270

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Custodian Candidates
Full
Interactive Brokers5
E*trade4
Edgar Addresses
Mailing
8725 W HIGGINS ROAD, STE 530CHICAGO, IL 60631
Business
8725 W HIGGINS ROAD, STE 530CHICAGO, IL 60631
Edgar EIN
471729190
Edgar Recent Filings
SCHEDULE 13G/A2026-05-15 · 0001398344-26-009298
SCHEDULE 13G2026-05-15 · 0001398344-26-009295
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-01T18:42:06Z
Rdap Domain Last Changed
2026-02-22T12:46:25Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
4694187
Trust Company Affiliate
No

People (2)

2
MELBY, MICHAEL, THOMAS
Direct Owner · 87.5%
4694187
Biebl, Richard, Tobias
Executive Officer · 2.5%
8224688