AUMdb

Pacific Gate Capital Management, Llc

State-registered Investment Adviser CRD 293065 · SEC file 801-113990 · Los Angeles, CA · www.linkedin.com
☆ Save with Pro ADV data as of Mar 23, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Kim, Boram Managing Member May 2017 (9y) 50% – 75%
Yeh, Eric Chief Operating Officer/Chief Compliance Officer May 2017 (9y) 25% – 50%
Johnson Miller, Joyce, Carol Chief Investment Officer Oct 2017 (9y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/23/2026 723 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.

View current Form ADV (SEC/IAPD) ↗