Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 05/17/2018
ADV Location DENVER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 13,111,663,806 149%
of that, discretionary 13,111,663,806 149%
Number of Employees 30 25%
of those in investment advisory functions 17 55%
Private Fund GAV* 0
Avg Account Size 2,185,277,301 -17%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

13B 11B 9B 7B 6B 4B 2B
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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