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Christine Ann Kalt

Gatepass Capital, LLC

Independence, OH

CRD 6552437

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Employer firm

Gatepass Capital, LLC CRD 329404

$299M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Gatepass Capital, Llc

5005 Rockside Road Suite 230, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-28
  • OH RA
    APPROVED
    Since 2025-02-28

Branch Locations

5005 Rockside Road Suite 230, Independence, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cbiz Financial Solutions Inc Cleveland OH 08/2015 01/2025
Gatepass Capital, Llc Independence OH 01/2025 Present
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Dede Ferry
  • Dede Kalt
  • Christine Ferry
  • Christine Ann Ferry

View on SEC IAPD

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