GATES PASS ADVISORS, LLC
CRD #269983 SEC #801-123686 LOS ALTOS, CA 650-797-0280
SEC Registered
Total AUM
$188M
Discretionary
$188M
Employees
4
Clients
25
Accounts
279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $188M | $188M | $0 | 4 | 1 |
| Jun 2025 | $188M | $188M | $0 | 4 | 1 |
| May 2025 | $188M | $188M | $0 | 4 | 1 |
| Mar 2025 | $188M | $188M | $0 | 4 | 1 |
| Mar 2025 | $151.3M | $149.3M | $2M | 2 | 2 |
| Jun 2024 | $151.3M | $149.3M | $2M | 2 | 2 |
| Mar 2024 | $151.3M | $149.3M | $2M | 2 | 2 |
| Jun 2023 | $125.3M | $125.3M | $0 | 2 | 2 |
| Mar 2023 | $125.3M | $125.3M | $0 | 2 | 2 |
| Apr 2022 | $132.9M | $130.8M | $2.2M | 2 | 2 |
| Apr 2022 | $132.9M | $130.8M | $2.2M | 2 | 2 |
| Mar 2022 | $132.9M | $130.8M | $2.2M | 2 | 2 |
DateJul 2025
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees4
Clients1
DateJun 2025
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees4
Clients1
DateMay 2025
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$151.3M
Discretionary$149.3M
Non-Disc.$2M
Employees2
Clients2
DateJun 2024
Total AUM$151.3M
Discretionary$149.3M
Non-Disc.$2M
Employees2
Clients2
DateMar 2024
Total AUM$151.3M
Discretionary$149.3M
Non-Disc.$2M
Employees2
Clients2
DateJun 2023
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees2
Clients2
DateMar 2023
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees2
Clients2
DateApr 2022
Total AUM$132.9M
Discretionary$130.8M
Non-Disc.$2.2M
Employees2
Clients2
DateApr 2022
Total AUM$132.9M
Discretionary$130.8M
Non-Disc.$2.2M
Employees2
Clients2
DateMar 2022
Total AUM$132.9M
Discretionary$130.8M
Non-Disc.$2.2M
Employees2
Clients2