Adviser Profile

As of Date 04/16/2026
Registration SEC, Approved, 05/03/2024
ADV Location DENVER, CO, United States
Contact Info 720 xxxxxxx
Websites
AUM* 449,012,484 35%
of that, discretionary 449,012,484 35%
Number of Employees 8 -67%
of those in investment advisory functions 8
Private Fund GAV* 544,187,484 1535%
Avg Account Size 64,144,641 -3%
SMA’s No
Private Funds 9 7

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

852M 730M 609M 487M 365M 243M 122M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Brochure Summary