WINGATE ADVISORS, L.L.C.
CRD #157169 SEC #802-115191 DALLAS, TX 214-720-1313
State Registered Exempt Reporting Private Funds
Total AUM
$240.8M
Discretionary
$240.8M
Employees
11
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $240.8M | $240.8M | $0 | 11 | 0 |
| Mar 2018 | $240.8M | $240.8M | $0 | 11 | 0 |
| Jul 2017 | $426.8M | $426.8M | $0 | 12 | 1 |
| Mar 2017 | $426.8M | $426.8M | $0 | 12 | 1 |
| Mar 2016 | $644.2M | $644.2M | $0 | 11 | 1 |
| Mar 2015 | $564M | $564M | $0 | 11 | 1 |
| Mar 2014 | $504.7M | $504.7M | $0 | 11 | 1 |
| Jun 2013 | $231.3M | $231.3M | $0 | 14 | 1 |
| Mar 2013 | $231.3M | $231.3M | $0 | 13 | 1 |
| May 2012 | $232.2M | $232.2M | $0 | -- | 0 |
| Mar 2012 | $178.7M | $178.7M | $0 | -- | 0 |
| Feb 2012 | $178.7M | $178.7M | $0 | -- | 0 |
DateSep 2018
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees11
Clients0
DateJul 2017
Total AUM$426.8M
Discretionary$426.8M
Non-Disc.$0
Employees12
Clients1
DateMar 2017
Total AUM$426.8M
Discretionary$426.8M
Non-Disc.$0
Employees12
Clients1
DateMar 2016
Total AUM$644.2M
Discretionary$644.2M
Non-Disc.$0
Employees11
Clients1
DateMar 2015
Total AUM$564M
Discretionary$564M
Non-Disc.$0
Employees11
Clients1
DateMar 2014
Total AUM$504.7M
Discretionary$504.7M
Non-Disc.$0
Employees11
Clients1
DateJun 2013
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees14
Clients1
DateMar 2013
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees13
Clients1
DateMay 2012
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees--
Clients0