Adviser Profile

As of Date 04/02/2025
Registration status Terminated
ADV Location DENVER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 113,070,617 -46%
of that, discretionary 113,070,617 -46%
Number of Employees 22 -8%
of those in investment advisory functions 8 -20%
Private Fund GAV* 0
Avg Account Size 37,690,206 -46%
SMA’s No
Private Funds 0 5

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 956M 797M 637M 478M 319M 159M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary