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Building 2SHEARWATER CAPITAL

Map pinDENVER, CO
Phone314-434-4750
NotebookSEC #801-77787
Total AUM
$427.3M
Employees
4
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 S COLORADO BLVD. TOWER 1
SUITE 2000-1148
DENVER
CO 80222
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
314-434-4750
Other Offices
1

ReceiptFinancials

Total AUM
$427.3M
Accounts
731
Discretionary
$426M
Accounts
718
Non-Discretionary
$1.2M
Accounts
13

ContactClients

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Individual Clients
60
AUM
$18.8M
HNW Individual Clients
120
AUM
$402.1M
Pension/Profit Sharing Plan Clients
1
AUM
$6.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMONYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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