CRD: 322533
Gator Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 4 clients, or 4 clients per representative. That equates to $590.3K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
HERB MEIBERGER
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #5752556
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,361,057 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,361,057 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Gator Investment Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.