# Gates Pass Advisors

Gates Pass Advisors is a Bank / Wealth / Trust based in Los Altos, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Altos, United States
- **Region:** North America
- **Address:** Los Altos, CA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.gatespassadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/gatespassadvisors

## Regulatory record

- **CRD number:** 269983
- **SEC file number:** 801-123686
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/269983

## About

Gates Pass Advisors is an SEC-registered investment adviser in Los Altos, CA, registered since 2022. The firm manages approximately $208 million in assets. It has 3 employees and 2 investment advisers.

## Questions

### What regulatory framework does Gates Pass Advisors operate under?

Gates Pass Advisors operates as an SEC-registered investment adviser, which mandates a fiduciary standard of care for all client relationships. This structure requires the firm to act in clients' best interests and to disclose material conflicts of interest. Unlike broker-dealer models that operate under a suitability standard, an RIA must place client interests ahead of its own — a particularly relevant distinction for clients with complex assets like concentrated stock, private equity, or carried interest. The firm's Form ADV filings, publicly accessible through the SEC's IAPD database, provide the definitive record of its registration status and any relevant disclosures.

## Related profiles

- [Gates Family Foundation](https://altss.com/profile/gates-family-foundation)
- [Gateway First Bank](https://altss.com/profile/gateway-first-bank)

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

Canonical page: https://altss.com/profile/gates-pass-advisors

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