Adviser Profile
| As of Date | 06/18/2026 |
| Registration | SEC, Approved, 07/09/2025 |
|
|
|
| Former registrations | |
| ADV Location | STEAMBOAT SPRINGS, CO, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 300,507,818 77% |
| of that, discretionary | 179,911,762 8% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 48,492,264 110% |
| Avg Account Size | 75,126,955 -11% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
170M
145M
121M
97M
73M
48M
24M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |