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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember peak
- Established Date
- 08-26-2022
- Office Locations
- 1
Office Locations
About Gator Investment Advisors, LLC
Gator Investments is a full-service commercial real estate investment operator focused on owning, developing, managing, and leasing retail, multifamily, office, and industrial properties, spanning 10M+ SF across 23 states and Puerto Rico. Public filings for Gator Investment Advisors, LLC (San Francisco) indicate an RIA offering asset allocation/management via Schwab, with portfolios concentrated in U.S. government/agency fixed income and some ETF exposure.
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Owner & Executives
HERB MEIBERGER
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #5752556
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,361,057 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,361,057 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,361,057
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $441,046,076 | 15.1% |
| Equity - Exchange | $1,600,617,548 | 54.8% |
| Cash | $879,171,317 | 30.1% |
| Total | $2,920,834,941 | 100.0% |