$299.1M Total AUM
$274.7M Disc. AUM
-- 3Y CAGR
8 Employees
167 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Ameritas · Capital Group · Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-05-2024
- Office Locations
- 1
Office Locations
5005 Rockside Road Suite 230 Independence OH
About Gatepass Capital, LLC
GatePass Capital is an independent fiduciary RIA serving individuals and families, foundations, institutions, and employer-sponsored retirement plans. The firm delivers comprehensive financial planning and wealth management, plus in-house asset management with active equity and fixed income strategies. It also provides paid tax return preparation through affiliated GatePass Tax Services and offers a client portal for ongoing access.
Team overview
-- AVG AGE
$59.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.2 yrs AVG TENURE
8 Employees
5 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Insight glacier Quantum Pioneer Horizon summit Prime Foundation momentum Radial vertex Matrix wave
Client Personas
Fusion Capital alpha
Custodian
Element Catalyst capital Radial beacon Unison Element Value
Fund Managers
North
Investment Themes
Radial pathway Quantum harbor Catalyst momentum Delta
Investment Vehicles
Value horizon
Services
Beacon pioneer Pioneer Alpha foundation Fusion Frontier Frontier signal Timber bridge Crest wave Element Harbor Glacier delta Foundation
Owner & Executives
M
MATTHEW RAY JENKINS
Chief Compliance Officer, Chief Financial Officer, President
- CRD
- --
- Ownership
- Less than 5%
(887) 350-1175
beacon.catalyst@foundationcapital.com
in linkedin.com/in/vital-bridge
D
DAVID RICHARD LAPUMA
Chief Executive Officer
- CRD
- #5754662
- Ownership
- Less than 5%
(758) 741-8611
north.vital@atlascapital.com
in linkedin.com/in/optima-signal
M
Meridian alpha
Alpha vector
- CRD
- #26841
- Ownership
- 29.5%
(793) 466-2755
pioneer.beacon@momentumcapital.com
in linkedin.com/in/pioneer-harbor
Showing 2 of 3 owners & executives
Unlock allContacts
A
ANTHONY NICHOLAS DEBALTZO
--
- CRD
- #6609549
(292) 721-7576
focus.peak@elementcapital.com
in linkedin.com/in/frontier-legacy
C
CHRISTINE ANN KALT
--
- CRD
- #6552437
(295) 930-3260
wave.pioneer@deltacapital.com
in linkedin.com/in/wave-matrix
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,690,749 | $688,448 |
| Non-Discretionary | $24,422,257 | $2,035,188 |
| Total | $299,113,006 | $727,769 |
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Separately Managed Accounts
Total SMA Asset: $291,349,940
Public Funds:
13.5% Equity - Exchange:
9.8% Cash:
15.6% Private Funds:
11.8% Corporate - Investment Grade:
13.6% Equity - OTC:
10.0% Municipal Bonds:
16.0% U.S. Government/Agency:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $677,283,701 | 13.5% |
| Equity - Exchange | $491,657,797 | 9.8% |
| Cash | $782,638,943 | 15.6% |
| Private Funds | $591,996,123 | 11.8% |
| Corporate - Investment Grade | $682,300,617 | 13.6% |
| Equity - OTC | $501,691,630 | 10.0% |
| Municipal Bonds | $802,706,608 | 16.0% |
| U.S. Government/Agency | $486,640,881 | 9.7% |
| Total | $5,016,916,300 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR LEGACY | PIONEER FOUNDATION | 16DG8BL7C | PFMHH | 2.66% | $40,107,327 |
| NORTH OAK RIDGE | FUSION RADIAL | 8O5G5NSF3 | ECY | 10.65% | $48,270,544 |
| INSIGHT SUMMIT | UNISON FRONTIER | 736NVYC5X | CBSXH | 3.36% | $22,012,034 |
| FOUNDATION OPTIMA INSIGHT | FUSION MOMENTUM | GZKECGOZN | PIRUG | 8.40% | $46,934,704 |
| PIONEER OAK VECTOR | RADIAL MERIDIAN | F6AC1VY01 | XIGS | 9.86% | $104,332,874 |
| ATLAS WAVE | SIGNAL RIDGE | NMHKQCUOR | IUL | 4.56% | $36,571,162 |
| PRIME MOMENTUM GLACIER | PEAK OAK | 4CVBHU6LA | POXV | 6.27% | $61,634,293 |
| BEACON SIGNAL | PRIME QUANTUM | CEZJXYKJN | QDM | 2.18% | $110,873,908 |