| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 06/17/2026 |
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| Former registrations | |
| ADV Location | LAFAYETTE, CO, United States |
| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 121,307,020 |
| of that, discretionary | 121,307,020 |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 137,387,459 |
| Avg Account Size | 40,435,673 |
| SMA’s | No |
| Private Funds | 3 |
- 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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