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Tate Capital Group
TATE CAPITAL GROUP is a state-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $33 million in regulatory assets.
Tate Capital Group
TATE CAPITAL GROUP is a state-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
How does Tate Capital Group source its deals?
Deal sourcing for Tate Capital Group cannot be documented from public sources. In the absence of any outward-facing investor-relations function, transaction press releases, or co-investor relationships traceable to the firm, the most reasonable inference is that sourcing relies on private networks, direct family relationships, and intermediary channels that do not produce public records.
Does Tate Capital Group participate in fund commitments or only direct deals?
The investment approach — whether primarily direct deals, fund commitments, co-investments, or a mix — cannot be confirmed from public record. No limited-partner disclosures, regulatory filings, or transaction announcements name Tate Capital Group as a participant in any fund or direct investment as of mid-2026.
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