| Total AUM | $4.06B |
| Discretionary | $4.06B100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $450.9M |
| Employees | 9 |
| Peak AUM | $4.06BMar 2026 |
| AUM CAGR | +82.2% /yrover 6 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.1B | +38.4% | +43.1% | +48.6% | |
| Discretionary AUM | |||||
| Total AUM | $4.06B |
| Discretionary | $4.06B |
| Employees | 9 |
| Client Accounts | 9 |
Address
1756 PLATTE STREET
DENVER CO 80202
Phone
720-282-9746
Filing History
19 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
Custody
Total AUM
$4.1B
| $4.1B |
| +38.4% |
| +43.1% |
| +48.6% |
| Total Accounts | 9 | 10.0% | +3.9% | +8.3% |
| Avg Account Size | $451M | +53.8% | +37.7% | +37.2% |
| Employees | 9 | 0.0% | +3.9% | +8.3% |
| AUM / Employee | $451M | +38.4% | +37.7% | +37.2% |
Client AUM Segments | |||||
| Institutional AUM | $1.8B | +0.8% | +59.4% | +34.4% | |
| Fund / Pooled AUM | $2.3B | +96.4% | +34.0% | +292.6% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | +20.0% | 0.0% | +42.3% | |