{{ Info.Overview }}
Adviser Profile
| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 04/15/2025 |
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| Former registrations | |
| ADV Location | BOULDER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 154,181,658 36% |
| of that, discretionary | 154,181,658 36% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 9,341,800 12% |
| Avg Account Size | 11,860,128 -90% |
| % High Net Worth | 86.67% 16% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
154M
132M
110M
88M
66M
44M
22M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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