{"url":"https://nivawealth.com/firms/gatemore-capital-management-332864","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332864","regulatoryAum":239470567,"crd":"332864","history":[{"filedOn":"2025-05-09","regulatoryAum":213733036,"clients":12,"employees":10,"offices":4},{"filedOn":"2026-07-06","regulatoryAum":239470567,"clients":14,"employees":9,"offices":3}],"secFileNumber":"801-131274","legalName":"Gatemore Capital Management LP","displayName":"Gatemore Capital Management","slug":"gatemore-capital-management-332864","website":"https://gatemore.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/2086357","xUrl":"https://twitter.com/gatemore","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"520 E. Cooper Avenue, Suite C7","city":"Aspen","state":"CO","stateName":"Colorado","country":"United States","postalCode":"81611"},"tradeNames":[],"registration":{"secApproved":"6 November 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":9,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":239470567,"discretionary":239470567,"discretionaryAccounts":14,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":25,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":239470567}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Gatemore Capital Management has custody of $239M in client assets for 14 clients.","leadership":[{"name":"David Cassells","title":"CFO, COO & CCO","crd":"6704971"},{"name":"Liad Meidar","title":"Founding Partner, Portfolio Manager and Limited Partner","crd":"2943000"},{"name":"Lawrence Small","title":"Partner, General Counsel, and Limited Partner","crd":"7726736"}],"ownership":[{"label":"Liad Meidar","detail":"Founding partner, portfolio manager and limited partner in the 75% or more ownership band and a control person, since August 2024. Also a managing member of Gatemore Capital Management GP LLC in the 75% or more band and a control person, since August 2024."},{"label":"Lawrence Small","detail":"Partner, general counsel, and limited partner in the 10% to 25% ownership band and a control person, since August 2024."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[{"city":"LONDON","country":"United Kingdom","postalCode":"W1G 0PW","street":"33 CAVENDISH SQUARE","display":{"city":"LONDON","region":null,"postalCode":"W1G 0PW","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"520 E. Cooper Avenue, Suite C7","city":"Aspen","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"430 Park Ave","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"970-746-4790","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":12},"sources":{"adv1FilingDate":"6 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332864/PDF/332864.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Gatemore Capital Management have?","answer":"Gatemore Capital Management has 14 clients and manages $239 million for them, as of July 2026. They include 14 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gatemore Capital Management offer?","answer":"Gatemore Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Gatemore Capital Management have?","answer":"Gatemore Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gatemore Capital Management?","answer":"Gatemore Capital Management’s direct owners are Liad Meidar (75% or more) and Lawrence Small (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gatemore Capital Management get paid?","answer":"Gatemore Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gatemore Capital Management registered with the SEC?","answer":"Yes, Gatemore Capital Management has been registered with the SEC as an investment adviser since 6 November 2024. Its CRD number is 332864 and its SEC file number is 801-131274.","source":"Form ADV Part 1A, Item 1, filed 6 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gatemore Capital Management?","answer":"Gatemore Capital Management’s main office is at 520 E. Cooper Avenue, Suite C7, Aspen, CO 81611. Its phone number is 970-746-4790. Its website is gatemore.com.","source":"Form ADV Part 1A, Item 1.F, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}