Gauge Capital provides portfolio management for pooled vehicles. The firm advises 10 private funds.
Gauge Capital reports 10 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($3.39B across 10 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 10 | $3.39B | 100.0% | $339M |
| Total | 10 | $3.39B | 100% | $339M |
- Clients
- 10
- Regulatory AUM
- $3.39B
- AUM share
- 100.0%
- Avg. per client
- $339M
Total
- Clients
- 10
- Regulatory AUM
- $3.39B
- AUM share
- 100%
- Avg. per client
- $339M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 10
Gauge Capital is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Gauge Capital Holdings, LLC owns 75% or more of Gauge Capital and is in turn owned by Gauge Capital Holdco, LP (75% or more). The leadership team of Gauge Capital includes Chief Financial Officer Jason Snider and Chief Compliance Officer Courtney Gesualdi. It has 67 employees, 61 of them in advisory roles.
Staff
- 67 employees
- 61 in advisory functions
- Owns 75% or more of Gauge Capital LLC
Gauge Capital Holdings, LLC
Control person · since June 2013
- Owns 75% or more of Gauge Capital Holdings, LLC
Gauge Capital Holdco, LP
Control person · since September 2021
- Owns 75% or more of Gauge Capital Holdco, LP
Gauge Capital Partner Feeder LP
Control person · since September 2021
- Owns 25% to 50% of Gauge Capital Partner Feeder LP
Drew Johnson
Control person · since September 2021
- Owns 25% to 50% of Gauge Capital Partner Feeder LP
Thomas McKelvey
Control person · since September 2021
Gauge Capital Holdco GP, LLC
General partner · Control person · since September 2021
Gauge Capital’s regulatory assets grew 1.8× from $1.9B (March 2021) to $3.39B (March 2026); clients rose from 7 to 10 and employees from 25 to 67.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $3.39B | 10 | 67 | 1 |
| Mar 2025March 2025 | $3.41B | 8 | 61 | 1 |
| Apr 2024April 2024 | $3.34B | 8 | 60 | 1 |
| Mar 2023March 2023 | $2.24B | 6 | 48 | 1 |
| Mar 2022March 2022 | $2.37B | 6 | 37 | 1 |
| Mar 2021March 2021 | $1.9B | 7 | 25 | 1 |
Besides its headquarters, Gauge Capital has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1256 Main Street, Suite 256, SouthlakeHQ
Contact and registration details
- Legal name
- Gauge Capital LLC
- Headquarters
- 1256 Main Street, Suite 256, Southlake, TX 76092
- Website
- gaugecapital.com
- Phone
- 682-334-5800
- @gauge-capital
- SEC file
- 801-86176
- Structure
- Delaware LLC
- Fiscal year end
- December
Gauge Capital has custody of client assets.
How many clients does Gauge Capital have?
Gauge Capital has 10 clients and manages $3.39 billion for them, as of March 2026. They include 10 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Gauge Capital offer?
Gauge Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Gauge Capital have?
Gauge Capital has 0 investment adviser representatives registered with state securities authorities, out of 67 employees, and 61 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
Who owns Gauge Capital?
Gauge Capital is owned through a chain of holding companies by Drew Johnson and Thomas McKelvey. Its direct owner is Gauge Capital Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Gauge Capital get paid?
Gauge Capital is paid through a percentage of assets under management, performance-based fees and other compensation. 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
How do I contact Gauge Capital?
Gauge Capital’s main office is at 1256 Main Street, Suite 256, Southlake, TX 76092. Its phone number is 682-334-5800. Its website is gaugecapital.com.