| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/30/2011 |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 780,000,000 -16% |
| of that, discretionary | 780,000,000 -16% |
| Number of Employees | 8 -77% |
| of those in investment advisory functions | 7 -65% |
| Private Fund GAV* | 0 |
| Avg Account Size | 130,000,000 26% |
| SMA’s | No |
| Private Funds | 0 3 |
- Investment companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees