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Building 2VISION RIDGE PARTNERS, LLC

Map pinBOULDER, CO
Phone720-616-6506
NotebookSEC #801-110951
Total AUM
$6.1B
Employees
35
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1011 WALNUT STREET
SUITE 400
BOULDER
CO 80302
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
720-616-6506
Other Offices
3

ReceiptFinancials

Total AUM
$6.1B
Accounts
24
Discretionary
$6.1B
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$6.1B
Charitable Organization Clients
1
AUM
$38M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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