GATEWAY INVESTMENT ADVISERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $11.59B |
| Discretionary | $11.59B100% of AUM |
| Client Accounts | 318 |
| Avg Account Size | $36.4M |
| Employees | 28 |
| Peak AUM | $12.58BMar 2014 |
| AUM CAGR | +2.1% /yrover 18 yrs · 48 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $11.6B | +23.1% | +10.2% | +3.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $11.59B |
| Discretionary | $11.59B |
| Employees | 28 |
| Client Accounts | 318 |
Contact & Location
Address
312 WALNUT STREET
CINCINNATI OH 45202-9834
Phone
513-719-1100
Filing History
48 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$11.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Jul 2021
•Felony conviction
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