| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/12/2025 |
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| ADV Location | BOULDER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 322,035,401 1% |
| of that, discretionary | 284,017,068 100% |
| Number of Employees | 6 200% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 33,710,684 |
| Avg Account Size | 904,594 |
| % High Net Worth | 92.31% |
| SMA’s | No |
| Private Funds | 6 6 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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