Wingate Advisors

Private Equity Exempt reporting adviser

Legal name: Wingate Advisors, L.L.C.

Dallas, TX

AUM

$38.4M
Private fund assets

Private funds

2
Private Equity 2

Private fund assets

$38.4M
Gross asset value

Employees

—

Last Form D raise

—

From SEC Form ADV filing (filed Mar 26, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

J
James Johnson
Managing Member, Member and Manager
Source: SEC Form ADV
J
Jason Reed
Member and Manager
Source: SEC Form ADV
J
Jay (bud) Applebaum
Chief Compliance Officer, Member and Manager
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Wingate Partners V, L.P.Private Equity$37.0M———
Wingate Affiliates V, L.P.Private Equity$1.4M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
157169
SEC file number
802-115191

Sources