| Total AUM | $4.14B |
| Discretionary | $4.14B100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $591.2M |
| Employees | 35 |
| Peak AUM | $5.85BNov 2022 |
| AUM CAGR | +68.0% /yrover 15 yrs · 31 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.1B | 9.9% | 10.1% | 0.8% | |
| Discretionary AUM | $4.1B | ||||
| Total AUM | $4.14B |
| Discretionary | $4.14B |
| Employees | 35 |
| Client Accounts | 7 |
Address
5050 S. SYRACUSE STREET, SUITE 1100
DENVER CO 80237-3386
Phone
877-200-1878
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$4.1B
| 9.9% |
| 10.1% |
| 0.8% |
| Total Accounts | 7 | +16.7% | +11.9% | +3.1% |
| Avg Account Size | $591M | 22.7% | 19.6% | 3.8% |
| Employees | 35 | +9.4% | +16.7% | +16.9% |
| AUM / Employee | $118M | 17.6% | 22.9% | 15.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.1B | 9.9% | 10.1% | 0.8% | |
Client Count Segments | |||||
| Pooled / Fund | 7 | +16.7% | +11.9% | +3.1% | |