Adviser Profile
| As of Date | 07/20/2026 |
| Registration | SEC, Approved, 08/05/2026 |
|
|
|
| Former registrations | |
| ADV Location | HIGHLANDS RANCH, CO, United States |
| Contact Info | 304 xxxxxxx |
| Websites |
| AUM* | 253,879,375 |
| of that, discretionary | 253,879,375 |
| Number of Employees | 12 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 253,879,375 |
| Avg Account Size | 84,626,458 |
| SMA’s | No |
| Private Funds | 3 |
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
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |