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Building 2TIFIN GIVE

Map pinBOULDER, CO
Phone646 389-0402
NotebookSEC #801-121587
Total AUM
$30.9M
Employees
20
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2440 JUNCTION PLACE
SUITE 300
BOULDER
CO 80301
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
646 389-0402

ReceiptFinancials

Total AUM
$30.9M
Accounts
1
Discretionary
$30.9M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Other Clients
1
AUM
$30.9M
Description of Other Clients
DONOR-ADVISED FUND

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
MODEL SERVICE PROVIDER
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM)

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CONC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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