Adviser Profile
| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 07/29/2025 |
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| Former registrations | |
| ADV Location | BOULDER, CO, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 1,283,191,036 173% |
| of that, discretionary | 1,283,191,036 173% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 1,256,401,665 151% |
| Avg Account Size | 38,884,577 99% |
| SMA’s | No |
| Private Funds | 33 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1B
1B
917M
733M
550M
367M
183M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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