Adviser Profile

As of Date 10/03/2025
Registration status Terminated
ADV Location GREENWOOD VILLAGE, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 4,440,336 -19%
of that, discretionary 4,440,336 -19%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0 -100%
Avg Account Size 2,220,168 -19%
SMA’s No
Private Funds 0 2

Adviser Type

- Related adviser

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

12M 11M 9M 7M 5M 4M 2M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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