Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/17/2023
Other registrations (1)
ADV Location DENVER, CO, United States
Contact Info (30 xxxxxxx
Websites
AUM* 1,161,615,423 152%
of that, discretionary 1,161,615,423 152%
Number of Employees 27 42%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 1,161,615,423 152%
SMA’s No
Private Funds 1 1

Adviser Type

- 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

1B 996M 830M 664M 498M 332M 166M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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