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Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 02/07/2020
ADV Location DENVER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 224,437,987 14%
of that, discretionary 224,437,987 14%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 224,437,987 14%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

224M 192M 160M 128M 96M 64M 32M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary