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EASTGATE CAPITAL ADVISORS LLC

WINNETKA, IL · CRD 220511 · IAPD ↗ · eastgateca.com · 312-690-4900

$271.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — EASTGATE CAPITAL ADVISORS LLC reported RAUM up 98% ($132.5M -> $263.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — EASTGATE CAPITAL ADVISORS LLC (WINNETKA, IL) is newly SEC-registered with $132.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.