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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GATEPASS CAPITAL, LLC

CRD 329404

INDEPENDENCE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e5f1c80-4608-d946-a1a1-e81afed94d5e

Data as of Jun 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 2
Observed: Dec 21, 2023 to Jun 19, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Gatepass Capital, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Gatepass Capital, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.03 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $299MItem 5.F on the latest filing (2026-06-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $275M
Private client RAUM: $278MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $99.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 411
Individual clients: 62
High net worth clients: 90
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $17.0M
SEC number: 801-129402
CRD: 329404
Filings on the tape: 8
First filed: Dec 21, 2023
Latest filed: Jun 19, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID RICHARD LAPUMA	Certified Financial Planner	INDEPENDENCE, OH	1	15	1	no
CHRISTINE ANN KALT	Certified Financial Planner\|Chartered Financial Analyst	INDEPENDENCE, OH	1	11	2	no
ANTHONY NICHOLAS DEBALTZO	n/a	INDEPENDENCE, OH	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Curran, Brian, Patrick	SOLE MEMBER	E	yes	03/2024	Jun 4, 2024	Aug 16, 2024
FEEL MY JOY, LLC	Member	C	yes	03/2024	Jun 4, 2024	Aug 16, 2024
GATEPASS CAPITAL HOLDINGS, LLC	MANAGING MEMBER	E	yes	11/2023	Dec 21, 2023	Aug 16, 2024
JENKINS, MATTHEW, RAY	CEO, CFO AND CCO	C	yes	11/2023	Dec 21, 2023	Aug 16, 2024
JENKINS, MATTHEW, RAY	CEO, CFO AND CCO	Na	yes	11/2023	Dec 21, 2023	Aug 16, 2024
LAPUMA, DAVID, RICHARD	MANAGING DIRECTOR	Na	yes	03/2024	Jun 4, 2024	Aug 16, 2024
LAPUMA, DAVID, RICHARD	MANGING DIRECTOR	C	yes	03/2024	Jun 4, 2024	Aug 16, 2024
Towne, Robert, Frank	Director	Na	yes	05/2024	Jun 4, 2024	Aug 16, 2024
Towne, Robert, Frank	Director	F	yes	05/2024	Jun 4, 2024	Aug 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$299M	$275M	8	5	0	3	n/a
2024	Mar 26, 2025	$175M	$150M	6	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$299M	$175M	71.3%	n/a	n/a	8	6	0	0

Relationships

Registered with (3)

← ANTHONY NICHOLAS DEBALTZOAdvisorregistration: current employment
Nov 30, 2025 to presentfactForm ADV
← CHRISTINE ANN KALTAdvisorregistration: current employment
Feb 28, 2025 to presentfactForm ADV
← DAVID RICHARD LAPUMAAdvisorregistration: current employment
Sep 26, 2024 to presentfactForm ADV

Controls (6)

← JENKINS, MATTHEW, RAYOwnerCEO, CFO AND CCO, ownership code C, individual
Dec 21, 2023 to Aug 16, 2024factForm ADV
← LAPUMA, DAVID, RICHARDOwnerMANGING DIRECTOR, ownership code C, individual
Jun 4, 2024 to Aug 16, 2024factForm ADV
← Towne, Robert, FrankOwnerDIRECTOR, ownership code F, individual
Jun 4, 2024 to Aug 16, 2024factForm ADV
← Curran, Brian, PatrickOwnerSOLE MEMBER, ownership code E, individual
Jun 4, 2024 to Aug 16, 2024factForm ADV
← FEEL MY JOY, LLCOwnerMEMBER, ownership code C, domestic entity
Jun 4, 2024 to Aug 16, 2024factForm ADV
← GATEPASS CAPITAL HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 21, 2023 to Aug 16, 2024factForm ADV

Dated events

Occurred
Jun 4, 2024
Control person joined
Richard David Lapuma (Managing Director) appeared on Schedule A of Gatepass Capital, Llc
Form ADVobserved 6 days ago
Occurred
Jun 4, 2024
Control person joined
Frank Robert Towne (Director) appeared on Schedule A of Gatepass Capital, Llc
Form ADVobserved 6 days ago
Occurred
Jun 4, 2024
Control person joined
Patrick Brian Curran (Sole Member) appeared on Schedule A of Gatepass Capital, Llc
Form ADVobserved 6 days ago
Occurred
Dec 21, 2023
First Form ADV filing
Gatepass Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e5f1c80-4608-d946-a1a1-e81afed94d5e
First observed: Dec 21, 2023
Last observed: Jun 19, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GATEPASS CAPITAL, LLC

CRD 329404

INDEPENDENCE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e5f1c80-4608-d946-a1a1-e81afed94d5e

Data as of Jun 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID RICHARD LAPUMA

Certified Financial Planner

INDEPENDENCE, OH

CHRISTINE ANN KALT

Certified Financial Planner|Chartered Financial Analyst

INDEPENDENCE, OH

ANTHONY NICHOLAS DEBALTZO

n/a

INDEPENDENCE, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Curran, Brian, Patrick

SOLE MEMBER

yes

03/2024

Jun 4, 2024

Aug 16, 2024

FEEL MY JOY, LLC

Member

yes

03/2024

Jun 4, 2024

Aug 16, 2024

GATEPASS CAPITAL HOLDINGS, LLC

MANAGING MEMBER

yes

11/2023

Dec 21, 2023

Aug 16, 2024

JENKINS, MATTHEW, RAY

CEO, CFO AND CCO

yes

11/2023

Dec 21, 2023

Aug 16, 2024

JENKINS, MATTHEW, RAY

CEO, CFO AND CCO

yes

11/2023

Dec 21, 2023

Aug 16, 2024

LAPUMA, DAVID, RICHARD

MANAGING DIRECTOR

yes

03/2024

Jun 4, 2024

Aug 16, 2024

LAPUMA, DAVID, RICHARD

MANGING DIRECTOR

yes

03/2024

Jun 4, 2024

Aug 16, 2024

Towne, Robert, Frank

Director

yes

05/2024

Jun 4, 2024

Aug 16, 2024

Towne, Robert, Frank

Director

yes

05/2024

Jun 4, 2024

Aug 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$299M

$275M

n/a

2024

Mar 26, 2025

$175M

$150M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$299M

$175M

71.3%

n/a