| As of Date | 05/07/2026 |
| Registration | SEC, Approved, 09/23/2024 |
| ADV Location | ENGLEWOOD, CO, United States |
| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 315,258,656 149% |
| of that, discretionary | 315,258,656 149% |
| Number of Employees | 12 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 315,258,656 190% |
| Avg Account Size | 78,814,664 211% |
| SMA’s | No |
| Private Funds | 4 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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