Jonathan Robert Bale

Employer firm

Gator Capital Management, LLC CRD 147067

$751M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 01/2019
  Goodwood Capital Management
  Baton Rouge, LA
• 12/2013 → 01/2019
  Goodwood Advisors
  Baton Rouge, LA
• 01/2019 → 02/2025
  Goodwood Consulting
  Baton Rouge, LA
• 03/2025 → Present
  Gator Capital Management, Llc
  Tampa, FL

Previous Registrations

• 2015-05-11 → 2020-02-04
  Goodwood Capital Management
  Baton Rouge, LA
• 2015-05-11 → 2019-03-22
  Goodwood Advisors
  Baton Rouge, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-02