Gates Pass Advisors, LLC
Gates Pass Advisors, LLC is an SEC-registered ria in Los Altos, CA with $207.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Gates Pass Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 269983, SEC 801-123686, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $207.6M (2026-06-25)
- Firm type
- Ria
- Location
- Los Altos, CA
- Employees
- 3
- Clients
- 69
- CRD
- 269983
- Ownership
- SZABO-CUMMINGS, KANAKA, ESTHER
How much AUM does Gates Pass Advisors, LLC have?
Gates Pass Advisors, LLC reported $207.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Gates Pass Advisors, LLC?
Disclosed owners and executives of Gates Pass Advisors, LLC include SZABO-CUMMINGS, KANAKA, ESTHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.