| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 09/13/2024 |
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| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| AUM* | 224,165,696 -34% |
| of that, discretionary | 224,165,696 -34% |
| Number of Employees | 29 7% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 224,165,696 -3% |
| Avg Account Size | 56,041,424 -34% |
| SMA’s | No |
| Private Funds | 1 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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