# Eastgate Capital Group

Eastgate Capital Group is a Multi Family Office based in Winnetka, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Winnetka, United States
- **Region:** North America
- **Address:** 560 Green Bay Road, Suite 101, Winnetka, IL 60093, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** www.eastgateca.com

## Regulatory record

- **Reports private funds:** No

## About

Wealth Management, Small Business, and Multi-Family Office Services. We customize our service offerings to meet individual needs.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Secondaries & Special Situations

## People

- William R. Anderson — Principal
- Rick Heyke — Principal
- Felicia Davis O'Malley — Principal
- John D. O'Malley Jr. — Principal
- Jeffrey G. Shepard — Principal

## Questions

### Who runs investment decisions at Eastgate Capital Group?

Investment and firm decisions are handled collaboratively by the five named principals on Eastgate's team page: William R. Anderson, Rick Heyke, Felicia Davis O'Malley, John D. O'Malley Jr., and Jeffrey G. Shepard. The firm has not publicly designated a single CIO or named an external investment committee beyond this group. This ensemble approach means asset allocation and manager selection are distributed across the senior team rather than concentrated in one individual.

### How is Eastgate Capital Group compensated?

Eastgate operates as a fee-based fiduciary. According to its own disclosures, the firm does not set account minimums, does not participate in wrap fee programs, and does not charge performance-based fees. Revenue is generated from advisory fees tied to assets under management and from separate charges for family-office services delivered either by Eastgate staff or through affiliated entities such as Steven Spector LLC.

### How is Eastgate Capital Group structured — is it a single-family office or a broader practice?

The firm operates as a multi-family office serving multiple private clients. Its legal entity is Eastgate Capital Advisors LLC and it presents no single-family anchor wealth behind the practice. All services — including wealth management, small-business retirement plan administration, and family-office administration — are delivered across its client base using an ensemble team structure rather than isolated advisor silos.

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Last updated: 2026-06-03T20:00:00.000Z

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