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$33.3M Total AUM
$33.3M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
1 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-19-2024
- Office Locations
- 1
Office Locations
120 Newport Center Drive Newport Beach CA
About Tate Capital Group
Tate Capital Group is a Newport Beach-based RIA. The firm has been operating for 1 years. Managing $33.3M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
33 AVG AGE
$33.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEREMY DEAN TATE
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Investment Advisor
- CRD
- #5983992
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,330,168 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,330,168 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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