Adviser Profile

As of Date 04/25/2025
Registration status Terminated
ADV Location BOULDER, CO, United States
Contact Info 303 xxxxxxx
AUM* 5,060,000 -95%
of that, discretionary 5,060,000 -95%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 5,060,000 -95%
SMA’s No
Private Funds 0 1

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

119M 102M 85M 68M 51M 34M 17M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary