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Jonathan Robert Bale

Investment adviser representative at Gator Capital Management, LLC
13 yearsExperience
1 stateRegistered in
$751.1MFirm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Gator Capital Management, LLCMar 2025 to now
  2. Goodwood ConsultingJan 2019 to Feb 2025
  3. Goodwood AdvisorsDec 2013 to Jan 2019
  4. Goodwood Capital ManagementDec 2013 to Jan 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Gator Capital Management, LLC

$751.1MAssets managed
26Clients
3Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6489098
Firm CRD
147067
Advisor's SEC record (opens in a new tab)
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