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Cloud Gate Capital, LLC (Chicago)


Cloud Gate Capital, LLC is a large advisory firm based in Chicago. It manages $248.06 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Illinois.

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Cloud Gate Capital provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cloud Gate Capital: assets under management

The assets under management (AUM) of Cloud Gate Capital, LLC is $248.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 174% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $248.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cloud Gate Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Leslie Nan Bluhm Trustee 1 Sep 1995 Other 5074165
Meredith Ann Bluhm Wolf Trustee 1 Nov 1996 Other 5074173
Andrew Gordon Bluhm Trustee 1 Feb 1997 Other 5071603
The Leslie N. Bluhm 1995 Revocable Trust Member 1 Dec 2005 25% - 50% xxx-xx-xxxx
The Andrew G. Bluhm 1997 Revocable Trust Member 1 Dec 2005 25% - 50% xxx-xx-xxxx
The Meredith A. Bluhm 1996 Trust Member 1 Dec 2005 25% - 50% xxx-xx-xxxx
Carrie Heller Member 1 Sep 2012 25% - 50% 6141659
Newman Skurnick Dana Limited partner 1 Sep 2012 75% - 100% 6141794
Llc Catch Partners General partner 1 Sep 2012 Other 27-3984317
Jeffrey Frederick Knupp Trustee 1 Jan 2013 75% - 100% 4347517

Based in Chicago

The principal office where Cloud Gate Capital, LLC performs its advisory services is located at 900 N. Michigan Ave, Chicago, IL 60611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-229-7655 or by fax 312-915-2487. The normal business hours are 8:00 am - 5:00 pm (cst) on Monday - Friday. You can find more information about the New York firm at cloudgatecap.com/.


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