Home / Directory / United States / Illinois / Eastgate Capital Advisors LLC
Eastgate Capital Advisors LLC
Multifamily office listing in Winnetka, Illinois, United States.
- SEC-registered
- Founded 2010
- Regulatory AUM
- $271 million
- Employees
- 5
- Clients
- 1-10
- Founded
- 2010
Eastgate Capital Advisors LLC describes itself as a multi-family office and holistic financial advisory practice founded in 2010.23
Overview
Eastgate Capital Advisors LLC is an SEC-registered investment adviser with CRD 220511. Its ensemble service model combines professionals from different financial disciplines around each client relationship.13
History
The firm was founded in 2010 and provides multi-family office services.23
Leadership
The current advisory team includes William R. Anderson, Rick Heyke, Felicia Davis O’Malley, John D. O’Malley Jr., and Jeffrey G. Shepard.4
Services
Eastgate provides investment management, financial planning, trust and estate planning, investment-related tax planning, family office services, and selection of other advisers. Its financial advisory work includes discretionary asset management, asset allocation, and investment manager selection.56
Family office services may include family education, bill payment, estate and wealth transfer planning, tax preparation, investment tax planning, and risk management.2
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Trust and fiduciary
- Family governance and education
- Administration and bill pay
- Risk and insurance
Client Focus
The firm’s relationship summary states that it serves retail investors and advises on equities, fixed income, mutual funds, exchange-traded funds, private placements, hedge funds, and real estate investment trusts.7
Approach
Eastgate reports a fee-based fiduciary model. The firm says its fees are generally calculated as a percentage of assets under management.27
Assets and Minimums
Eastgate reports $271,487,167 in regulatory assets under management as of its March 30, 2026 Form ADV filing. The firm generally requires a minimum household portfolio value of $1,000,000, although it may waive that requirement at its discretion.89
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2025 | $263 million | $99 million | $164 million |
| 2026 | $271 million | $168 million | $104 million |
| Year | Average AUM per client |
|---|---|
| 2025 | $3 million |
| 2026 | $5 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 24 |
| High net worth individuals | 31 |
| Year | Employees |
|---|---|
| 2025 | 4 |
| 2026 | 5 |
Ranks #15 of 17 SEC-registered firms in IL on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 220511. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What type of firm is Eastgate Capital Advisors?
Eastgate describes itself as an SEC-registered investment adviser, holistic financial advisory practice, and multi-family office.13
What services does Eastgate provide?
Its services include investment management, financial planning, trust and estate planning, investment-related tax planning, family office support, and adviser selection.56
What is Eastgate’s reported account minimum?
The firm generally requires a minimum household portfolio value of $1,000,000, subject to discretionary waivers.9
Related resources
- LocationMultifamily offices in Illinois
The Illinois multifamily offices page helps compare firms serving wealthy families and business owners in the state. It gives a broader view of how services such as investment management, financial planning, tax planning, estate planning, and family governance may be organized across the regional market.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related estate planning decisions. A family considering Eastgate's estate planning, trust and fiduciary, and tax planning services can use these materials to clarify questions about documents, roles, beneficiaries, and coordination with other advisers.
- Network siteFamilyOffices.com
FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its articles and discussions can help business owners and family members think through governance, education, administration, bill pay, and the responsibilities involved in managing shared wealth.
- GuideThe annual MFO review
The annual MFO review provides a recurring reference for understanding developments among multifamily offices. Readers can use it to frame questions about investment management, planning, family governance, administration, and the range of client services a firm may provide over time.
- Similar firmsGresham Partners, LLC
Altman Advisors
CressetProfiles of Gresham Partners, LLC, Altman Advisors, and Cresset offer comparison points for a reader reviewing firms with related client profiles. Looking across their stated services, locations, and approaches can help a family or business owner prepare focused questions for Eastgate about planning, fiduciary work, risk, and family support.
Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
Ask Richard
Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.
Send a question Text or WhatsApp (808) 600-9260