Adviser Profile

As of Date 01/27/2026
Registration SEC, Approved, 10/08/2021
ADV Location DENVER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 2,671,188,537 27%
of that, discretionary 2,671,188,537 27%
Number of Employees 6
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 890,396,179 27%
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

3B 2B 2B 2B 1B 763M 382M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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