Adviser Profile

As of Date 08/07/2026
Registration SEC, Approved, 07/06/2020
ADV Location DENVER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 451,470,896 180%
of that, discretionary 451,470,896 180%
Number of Employees 12 50%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 451,470,896 180%
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
- Fixed fees (other than subscription fees)

Reported AUM

372M 319M 265M 212M 159M 106M 53M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees