# Gatewood Capital Management LLC

> Gatewood Capital Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 282128
- Filed as: GATEWOOD CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282128
- AdvisorCensus page: https://advisorcensus.com/firm/gatewood-capital-management-llc-new-york-ny-282128

## Quick answers

**How is Gatewood Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gatewood Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gatewood Capital Management LLC located?**
Gatewood Capital Management LLC's principal office is in New York, NY, according to its Form ADV.

**Is Gatewood Capital Management LLC registered with the SEC or a state?**
Gatewood Capital Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 282128.

**How much does Gatewood Capital Management LLC manage?**
Gatewood Capital Management LLC reports $621,993,188 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Gatewood Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Gatewood Capital Management LLC: Regulatory assets under management: $398,326,147 in the October 2021 data and $621,993,188 in the October 2026 data, up 56%. Total employees: 10 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gatewood Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Gatewood Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282128

**What changed in Gatewood Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $621,993,188
- Discretionary: $621,993,188
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $621,993,188 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gatewoodcapital.com](https://gatewoodcapital.com)
- LinkedIn @GATEWOOD-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $398,326,147 | 10 | March 31, 2021 |
| October 2022 | $582,340,514 | 11 | August 17, 2022 |
| October 2023 | $688,938,798 | 11 | March 31, 2023 |
| October 2024 | $655,418,960 | 11 | August 21, 2024 |
| October 2025 | $658,237,662 | 10 | March 20, 2025 |
| October 2026 | $621,993,188 | 8 | March 23, 2026 |

Regulatory assets under management: $398,326,147 in the October 2021 data and $621,993,188 in the October 2026 data, up 56%.
Total employees: 10 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gatewood Capital Management LLC (CRD 282128): Form ADV filing data as of October 2026.