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CENTERGATE CAPITAL

AUSTIN, TX · CRD 281685 · IAPD ↗ · centergatecapital.com · 512-717-7100

$828.3MRegulatory AUM
19Advisory reps
29Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2024 — CENTERGATE CAPITAL crossed $500M in regulatory AUM ($413.4M -> $864.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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