# Gatens Financial

Gatens Financial is a RIA based in Boston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** gatensfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/gatensfinancial

## Regulatory record

- **CRD number:** 288268
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288268

## About

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.

## Sectors

- Real Estate
- Private Equity
- Venture Capital
- Hedge Funds

## People

- Joseph P. Gatens — Founder

## 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.

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Last updated: 2026-07-06T01:24:17.226Z

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