Ocean Gate Capital Management, LP is an adviser based in Marblehead. It manages $13.08 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Massachusetts.
Ocean Gate Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ocean Gate Capital Management, LP is $13.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ocean Gate Capital Management, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ocean Gate Capital Management, LP performs its advisory services is located at 5 Sewall Street, Marblehead, MA 01945, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-639-4774 or by fax 781-639-4334. The normal business hours are 8.30 a.m. - 6.00 p.m. on Monday - Friday. You can find more information about the New York firm at oceangatecapital.com.