| As of Date | 05/06/2026 |
| Registration | SEC, Approved, 03/01/2024 |
| ADV Location | ENGLEWOOD, CO, United States |
| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 93,096,259 -58% |
| of that, discretionary | 93,096,259 -58% |
| Number of Employees | 12 -8% |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 233,096,259 5% |
| Avg Account Size | 93,096,259 67% |
| SMA’s | No |
| Private Funds | 3 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |