Adviser Profile
| As of Date | 11/05/2026 |
| Registration | SEC, 120-Day Approval, 07/03/2024 |
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| Former registrations | |
| ADV Location | BOULDER, CO, United States |
| Contact Info | (88 xxxxxxx |
| Websites |
| AUM* | 75,208 |
| of that, discretionary | 75,208 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 75,208 |
| Avg Account Size | 37,604 |
| SMA’s | No |
| Private Funds | 2 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
75K
64K
54K
43K
32K
21K
11K
2024