Investment adviser · CRD 157169
WINGATE ADVISORS, L.L.C.
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
DALLAS, TX, United States · Form ADV filed Mar 26, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WINGATE PARTNERS V, L.P.Private Equity Fund · Last reported Mar 26, 2026$37MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
Fund details & source
- Fund ID
- 805-9948224270
- Reported beneficial owners
- 25
- Minimum commitment
- $1M
- Form D file number
- 021-198471
Form ADV 2076311 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WINGATE AFFILIATES V, L.P.Private Equity Fund · Last reported Mar 26, 2026$1.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
Fund details & source
- Fund ID
- 805-1966638152
- Reported beneficial owners
- 30
- Minimum commitment
- $0
- Form D file number
- 021-198461
Form ADV 2076311 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WINGATE PARTNERS V (TX CO-INVESTMENT), L.P.Private Equity Fund · Last reported Mar 31, 2019$15MGross asset value
Form D fundraising filings
Wingate Partners V (TX Co-Investment), L.P.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
Fund details & source
- Fund ID
- 805-7297247440
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-220072
Form ADV 1304726 · Mar 31, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WINGATE PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 31, 2023$2.45MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
Fund details & source
- Fund ID
- 805-5429771110
- Reported beneficial owners
- 29
- Minimum commitment
- $1M
- Form D file number
- 021-98685
Form ADV 1736966 · Mar 31, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WINGATE PARTNERS III, L.P.Private Equity Fund · Last reported Mar 31, 2015$234KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-6845831085
- Reported beneficial owners
- 11
- Minimum commitment
- $1M
Form ADV 905817 · Mar 31, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WINGATE AFFILIATES IV, L.P.Private Equity Fund · Last reported Mar 31, 2023$122KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
Fund details & source
- Fund ID
- 805-6254734226
- Reported beneficial owners
- 18
- Minimum commitment
- $0
- Form D file number
- 021-100866
Form ADV 1736966 · Mar 31, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WINGATE AFFILIATES III, L.P.Private Equity Fund · Last reported Mar 31, 2015$28.1KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-5503716954
- Reported beneficial owners
- 17
- Minimum commitment
- $0
Form ADV 905817 · Mar 31, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
750 N. ST. PAUL, SUITE 1000DALLAS, TX, 75201, United States
CRD 157169
Filing source
Form ADV 2076311 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.