G
CRD: 151314
Gogate, Uday S.
North Brunswick, NJ
7323981027
$26.0M Total AUM
$26.0M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2009
- Office Locations
- 1
Office Locations
-- North Brunswick NJ
About Gogate, Uday S.
Gogate, Uday S. is a North Brunswick-based RIA. The firm has been operating for 16 years. Managing $26.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$26.0M AVG AUM / ADVISOR
$963.0K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Investment Themes
Pathway ridge
Investment Vehicles
Bridge
Services
Prime horizon
Owner & Executives
U
UDAY SHANKAR GOGATE
Chief Executive Officer, Vice President
- CRD
- #5712169
- Ownership
- 75% or more
(708) 462-4755
beacon.alpha@insightcapital.com
in linkedin.com/in/quantum-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,000,000
Corporate - Non-Investment Grade:
27.3% Equity - Exchange:
31.0% Corporate - Investment Grade:
20.3% Cash:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $709,781,430 | 27.3% |
| Equity - Exchange | $805,978,913 | 31.0% |
| Corporate - Investment Grade | $527,786,191 | 20.3% |
| Cash | $556,385,443 | 21.4% |
| Total | $2,599,931,977 | 100.0% |