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Gatens Financial
GATENS FINANCIAL, LLC is a state-registered investment adviser with $41 million in regulatory assets under management. The firm manages $39 million on a...
Gatens Financial
GATENS FINANCIAL, LLC is a state-registered investment adviser with $41 million in regulatory assets under management. The firm manages $39 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
1987
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Joseph P. Gatens
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Gatens Financial?
Joseph P. Gatens, the founder and former Vice Chairman of Fidelity Investments, oversees investment decisions at the firm. The office operates with a small team, though specific personnel are not publicly named.
How does Gatens Financial source proprietary deal flow?
Gatens Financial sources deals through Joseph Gatens' network from his time at Fidelity and through longstanding relationships with private equity and venture capital funds. The firm also directly invests in real estate.
What investment stages does Gatens Financial typically target?
The firm is flexible across stages but tends toward long-term holdings. It has exposure to venture capital funds, private equity, public equities, and real estate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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