SYNTRINSIC INVESTMENT COUNSEL, LLC.
  • SYNTRINSIC INVESTMENT COUNSEL, LLC.
  • DENVER DESIGN, LLC

Adviser Profile

As of Date 01/02/2024
Registration status Terminated
ADV Location DENVER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 1,574,772,879 -8%
of that, discretionary 1,181,009,117 -6%
Number of Employees 14 -13%
of those in investment advisory functions 12
Private Fund GAV* 0
Avg Account Size 4,564,559 -12%
% High Net Worth 50.62% -27%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 900M 720M 540M 360M 180M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser POPLAR FOREST CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.3b #Funds-
Adviser FIRST GROWTH CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM130.6m #Funds-
Adviser M GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM343.5m #Funds-
Adviser MIDWEST CAPITAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.4b #Funds-
Adviser RESOLVE ASSET MANAGEMENT INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM70.2m #Funds-
Adviser PASI INVESTMENTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM676.3m #Funds-
Adviser NESTEGGS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM911.3m #Funds-
Adviser 401K GENERATION Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM156.4m #Funds-
Adviser ATLANTA CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM28.6b #Funds-
Adviser VELOCITY CAPITAL ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund2.1b Venture Capital Fund- Other Fund- Total Private Fund GAV2.1b AUM2.1b #Funds2