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GATEMORE

ASPEN, CO · CRD 332864 · IAPD ↗ · gvpclimate.com · 970-746-4790

$239.5MRegulatory AUM
3Advisory reps
9Employees
0Clients
n/aPlanning clients
12Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
August 2026 — GATEMORE moved its main office from NEW YORK, NY to ASPEN, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
June 2025 — GATEMORE's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
27
March 2025 — GATEMORE notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
March 2025 — GATEMORE moved its main office from ASPEN, CO to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
March 2025 — GATEMORE added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2025 — GATEMORE now reports custody of client assets ($427.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
March 2025 — GATEMORE now reports 12 private fund(s) ($217.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
December 2024 — GATEMORE (ASPEN, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.