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Data / Investment advisers / Colorado / Denver

Investment advisers in Denver, CO: 329 firms, $889 billion in AUM

329 investment advisers have their main office in Denver, Colorado: 145 SEC registered and 184 exempt reporting. The registered advisers report $889 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Janus Henderson Investors with $380 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 329Advisers
  • 145SEC registered
  • 184Exempt reporting
  • $889 billionTotal AUM
  • 133Advisers over $100 million
  • 244Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. The first 200 of 329 are shown. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Janus Henderson InvestorsDenver$380.43 billion7,4851,01316(303) 333-3863adviserinfo.sec.gov
Ptma Investment AdvisorsDenver$104.24 billion239157Not listed(855) 395-3954texasclass.comadviserinfo.sec.gov
Mercer Global Advisors Inc.Denver$84.40 billion116,3101,429Not listed(888) 885-8101adviserinfo.sec.gov
Transamerica Asset Management, Inc.Denver$65.94 billion11953Not listed(720) 482-1500adviserinfo.sec.gov
Alps Advisors, Inc.Denver$38.83 billion2273Not listed(303) 623-2577alpsfunds.comadviserinfo.sec.gov
KSL Capital PartnersDenver$25.61 billion6013560(720) 284-6400adviserinfo.sec.gov
Arrowmark Colorado Holdings, LLCDenver$21.02 billion1389538(303) 398-2929meridianfund.comadviserinfo.sec.gov
Smith Capital Investors, LLCDenver$13.11 billion630Not listed(303) 597-5555adviserinfo.sec.gov
Northwood Investors LLCDenver$8.97 billion3310733(303) 293-7140northwoodinvestors.comadviserinfo.sec.gov
Elevation Point Wealth Partners, LLCDenver$8.29 billion19,38691Not listed(303) 382-2880besterwealth.comadviserinfo.sec.gov
Revelstoke Capital PartnersDenver$6.70 billion275227(303) 953-7438adviserinfo.sec.gov
Shelton Capital ManagementDenver$6.52 billion1,50048Not listed(800) 955-9988adviserinfo.sec.gov
1888 Investments, LLCDenver$5.91 billion34135(720) 201-60991888investments.comadviserinfo.sec.gov
Bear Creek Asset Management, LLCDenver$5.19 billion189840(303) 459-7333bearcreekam.comadviserinfo.sec.gov
JFG Family OfficeDenver$4.53 billion1,745621(720) 475-1195adviserinfo.sec.gov
Marsico Capital Management, LLCDenver$4.26 billion3726Not listed(303) 454-5600adviserinfo.sec.gov
Bow River CapitalDenver$4.20 billion536947(303) 861-8466bowriverevergreen.comadviserinfo.sec.gov
Harrison Street Private Wealth LLCDenver$4.14 billion735Not listed(877) 200-1878harrisonstpw.comadviserinfo.sec.gov
NZS Capital LLCDenver$4.06 billion994(720) 282-9746nzscapital.comadviserinfo.sec.gov
Ima Advisory Services, Inc.Denver$3.90 billion1,19150Not listed(316) 266-6574adviserinfo.sec.gov
Bok Financial Private Wealth, Inc.Denver$3.72 billion2,40237Not listed(303) 539-0100bokfinancialprivatewealth.comadviserinfo.sec.gov
Sourcerock Group LLCDenver$3.11 billion9161(720) 790-2271sourcerocklp.comadviserinfo.sec.gov
GHP Investment Advisors IncDenver$3.06 billion4,560251(303) 831-5051adviserinfo.sec.gov
Cambiar Investors, LLCDenver$2.92 billion5,623281(888) 673-9950cambiar.comadviserinfo.sec.gov
Walker & Dunlop Investment Partners, Inc.Denver$2.70 billion323620(303) 802-3533wdinvestmentpartners.comadviserinfo.sec.gov
Paralel Advisors LLCDenver$2.67 billion36Not listed(303) 226-4150paralel.comadviserinfo.sec.gov
Michaud Capital Management LLCDenver$2.44 billion10119Not listed(303) 962-5345michaudcapital.comadviserinfo.sec.gov
Spruceview Capital Partners LLCDenver$2.35 billion282515(303) 867-1673adviserinfo.sec.gov
Excellere PartnersDenver$2.26 billion5265(303) 765-2400adviserinfo.sec.gov
Cherry Creek Family OfficesDenver$2.02 billion1,284161(303) 862-9550ccfo.comadviserinfo.sec.gov
Freedom Funds Management CoDenver$1.90 billion19Not listed(303) 572-6990coloradobondshares.comadviserinfo.sec.gov
Mainline West Fund Manager LLCDenver$1.77 billion11657(720) 536-3380mainlinewest.netadviserinfo.sec.gov
Resource Capital FundsDenver$1.76 billion164912(720) 946-1444adviserinfo.sec.gov
Buck Wealth Strategies, LLCDenver$1.64 billion5,193102Not listed(888) 210-6567adviserinfo.sec.gov
Delta-V Capital, LLCDenver$1.57 billion251825(303) 405-7565deltavcapital.comadviserinfo.sec.gov
Lab Quantitative Strategies, LLCDenver$1.57 billion3233(720) 826-0771lab-qs.comadviserinfo.sec.gov
Frontrange Capital Advisers, LLCDenver$1.51 billion272920(720) 758-7900frontrangecap.comadviserinfo.sec.gov
Platte River EquityDenver$1.50 billion152215(303) 292-7300adviserinfo.sec.gov
Class VI Family Office, LLCDenver$1.50 billion8249Not listed(303) 243-5619classvipartners.comadviserinfo.sec.gov
Mountaingate Management Co., LLCDenver$1.49 billion132213(303) 390-5001krgcapital.comadviserinfo.sec.gov
The InstituteDenver$1.37 billion1,684182(303) 572-3500adviserinfo.sec.gov
Capital Investment Counsel, LLCDenver$1.35 billion1,4088Not listed(303) 381-0200adviserinfo.sec.gov
Paragon Capital ManagementDenver$1.32 billion9846Not listed(303) 293-3680paragoncapitalco.comadviserinfo.sec.gov
Ophir Asset Management US LLCDenver$1.27 billion25Not listed(720) 615-1165adviserinfo.sec.gov
Sagard Real Estate AdvisorsDenver$1.20 billion3110923(303) 986-2222sagard.comadviserinfo.sec.gov
Sachem Hill LLCDenver$1.18 billion50585(303) 625-6868sachemhill.comadviserinfo.sec.gov
Crusonia Wealth Advisors LLCDenver$1.18 billion1,96020Not listed(303) 810-6366advisorfind.comadviserinfo.sec.gov
Bow River Advisers, LLCDenver$1.16 billion127Not listed(303) 861-8466bowriverevergreen.comadviserinfo.sec.gov
Ibex Investors LLCDenver$1.16 billion272320(303) 500-8821adviserinfo.sec.gov
Sharkey Howes & Javer IncDenver$1.13 billion2,39713Not listed(303) 639-5100adviserinfo.sec.gov
Crest Rock PartnersDenver$1.10 billion4144(303) 495-3598crestrockpartners.comadviserinfo.sec.gov
Dream U.S. Manager LLCDenver$1.04 billion1421(303) 371-9000adviserinfo.sec.gov
Bayswater Management Company LPDenver$991.5 million7186(303) 893-2503bayswater.usadviserinfo.sec.gov
Maia WealthDenver$973 million5,26543Not listed(720) 644-8803adviserinfo.sec.gov
Uniting Wealth PartnersDenver$934.6 million2,33723Not listed(720) 706-7180unitingwealthpartners.comadviserinfo.sec.gov
Gill Capital PartnersDenver$862.4 million1,548171(303) 296-6260gillinvest.comadviserinfo.sec.gov
Manna Tree Partners, LLCDenver$816.2 million122012(970) 837-3027adviserinfo.sec.gov
Forum Capital Advisors LLCDenver$815.2 million6695(303) 501-8860forumcapadvisors.comadviserinfo.sec.gov
Lapis Advisers, LPDenver$789.5 million8128(415) 376-6280lapisadvisers.comadviserinfo.sec.gov
Princeton Fund Advisors, LLCDenver$780 million68Not listed(303) 382-2880princetonfundadvisors.comadviserinfo.sec.gov
Tillman Hartley LLCDenver$746.3 million3025Not listed(352) 335-9015tillmanhartley.comadviserinfo.sec.gov
Alpha Capital Management Group LLCDenver$734.4 million6183Not listed(303) 900-1919alphacmg.comadviserinfo.sec.gov
Clear Creek AdvisorsDenver$722.5 million2,4009Not listed(720) 642-8348adviserinfo.sec.gov
Millennium Bridge CapitalDenver$716.9 million6136(303) 454-5453millenniumbridge.comadviserinfo.sec.gov
Proprietary Capital, LLCDenver$651.8 million36199(303) 575-9084proprietarycapital.comadviserinfo.sec.gov
Triumph Capital ManagementDenver$645.6 million3,65318Not listed(720) 399-5555gotostage.comadviserinfo.sec.gov
Keystone Global Partners LLCDenver$580.5 million2224Not listed(646) 998-8141adviserinfo.sec.gov
Edgerock Wealth ManagementDenver$578.9 million1,55920Not listed(303) 780-7350edgerockwealth.comadviserinfo.sec.gov
Freif Advisors LLCDenver$569.9 million169Not listed(303) 501-8860freif.comadviserinfo.sec.gov
Saturn Five Advisors LLCDenver$556.1 million212122(720) 314-8373saturnfive.comadviserinfo.sec.gov
Oakwood Real Estate Partners, LLCDenver$540.2 million23723(303) 595-7679oakwoodmultifamily.comadviserinfo.sec.gov
Origin Credit Advisers, LLCDenver$538 million281(720) 902-8898origincreditadvisers.comadviserinfo.sec.gov
Crescat Portfolio Management LLCDenver$536.1 million119105(303) 271-9997crescat.netadviserinfo.sec.gov
Denver Wealth Management, Inc.Denver$529.8 million2,51318Not listed(303) 261-8015podcasts.apple.comadviserinfo.sec.gov
Denver PWM, LLCDenver$524.4 million7596Not listed(720) 354-3850adviserinfo.sec.gov
G&S Capital LLCDenver$475.6 million1,2659Not listed(303) 773-8000gandscapital.comadviserinfo.sec.gov
Towle & CoDenver$473.7 million3192(303) 731-2494smallcapvalue.comadviserinfo.sec.gov
Global Wealth Strategies and Associates, LLCDenver$457 million2,94610Not listed(720) 420-4870gwsa.usadviserinfo.sec.gov
Primark Advisors, LLCDenver$451.5 million112Not listed(303) 529-2200adviserinfo.sec.gov
Avant Management LLCDenver$449 million783(720) 746-5053adviserinfo.sec.gov
Shearwater CapitalDenver$427.3 million7314Not listed(314) 434-4750shearcap.comadviserinfo.sec.gov
Lasalle Debt Investors, LLCDenver$384.7 million314Not listed(720) 614-8939lasalle.comadviserinfo.sec.gov
Rallyday Partners, LLCDenver$384.1 million6196(303) 494-1992rallydaypartners.comadviserinfo.sec.gov
Destiny Capital CorporationDenver$382.2 million82511Not listed(720) 715-7570adviserinfo.sec.gov
Resolute Capital Asset Partners LLCDenver$380.9 million585(303) 209-4114adviserinfo.sec.gov
Helm Investment Management, LLCDenver$370.8 million5593Not listed(303) 861-4835helminvest.comadviserinfo.sec.gov
M.Z. Kark & Associates, IncDenver$369.6 million1,3084Not listed(303) 623-1818mzkark.comadviserinfo.sec.gov
Integrity Wealth Solutions LLCDenver$369 million7302Not listed(303) 716-5777adviserinfo.sec.gov
Collegiate Peaks Asset Management, LLCDenver$365.1 million631(303) 801-3549cpamllc.comadviserinfo.sec.gov
Synergy Financial Partners, LLCDenver$308.7 million1,1525Not listed(303) 399-9999sfpdenver.comadviserinfo.sec.gov
Roubaix Capital, LLCDenver$298.9 million472(303) 209-4100roubaixcapital.comadviserinfo.sec.gov
Impactfolio LLCDenver$288.9 million5743Not listed(844) 218-3800impactfolio.coadviserinfo.sec.gov
J.F. Williams Co., Inc.Denver$286.5 million4994Not listed(303) 753-4506jfwco.comadviserinfo.sec.gov
Lotusgroup AdvisorsDenver$286 million72010Not listed(720) 593-9861adviserinfo.sec.gov
Bear Creek Fund Advisors LLCDenver$282.5 million3123(303) 459-7333bearcreekam.comadviserinfo.sec.gov
Higgins & Schmidt Wealth Strategies LLCDenver$279.5 million8615Not listed(720) 287-0918adviserinfo.sec.gov
Peak Financial AdvisorsDenver$268.8 million4093Not listed(303) 316-2799peakfinancial.comadviserinfo.sec.gov
Bruce G. Allen Investments, LLCDenver$258.1 million4922Not listed(303) 592-5535adviserinfo.sec.gov
7twoDenver$230.4 million17173(720) 477-72747two.coadviserinfo.sec.gov
Arrowmark Asset Management, LLCDenver$224.4 million15Not listed(303) 398-2929arrowmarkpartners.comadviserinfo.sec.gov
Thornburg Bow River Advisers, LLC.Denver$224.2 million4291(303) 861-8466adviserinfo.sec.gov
Highpass Asset Management LLCDenver$218.2 million2362Not listed(303) 357-4602highpassasset.comadviserinfo.sec.gov
Altius Financial, Inc.Denver$212.2 million5573Not listed(303) 584-9271adviserinfo.sec.gov
Capital Asset Management, LLCDenver$208.8 million3405Not listed(303) 832-7770capasset.netadviserinfo.sec.gov
Mercer Advisors Private Asset Management, Inc.Denver$205.6 million717(888) 885-8101adviserinfo.sec.gov
Hoffmann HermansonDenver$198.1 million5152Not listed(303) 946-1810hoffmannhermanson.comadviserinfo.sec.gov
Sanctuary AdvisorsDenver$191.5 million472Not listed(303) 220-5374adviserinfo.sec.gov
Vanguard CapitalDenver$190.4 million4145Not listed(844) 861-7504vcapwa.comadviserinfo.sec.gov
Rockwood Equity Partners LLCDenver$189.8 million6136(216) 342-1790adviserinfo.sec.gov
Steele Street Private Wealth ManagementDenver$187.5 million3352Not listed(720) 730-2550steelestpwm.comadviserinfo.sec.gov
Bullseye Asset Management LLCDenver$183.9 million421(720) 545-9988adviserinfo.sec.gov
Lion Equity Investment Advisors, LLCDenver$173.5 million3123(303) 847-4100adviserinfo.sec.gov
West End Wealth Management, LLCDenver$170.4 million1512Not listed(720) 593-9396westendwealthmgmt.comadviserinfo.sec.gov
Larimer Capital CorporationDenver$169.9 million3304Not listed(303) 573-5511adviserinfo.sec.gov
Collier Financial, IncDenver$160.5 million4322Not listed(303) 741-5040gotocollier.comadviserinfo.sec.gov
Ventana Private Wealth LLCDenver$158.6 million2053Not listed(720) 764-7200adviserinfo.sec.gov
Lotusgroup CapitalDenver$156.7 million584(720) 593-9861adviserinfo.sec.gov
Infinium Investment Advisors, LLCDenver$155.3 million4012Not listed(720) 253-1818infiniumadvisors.comadviserinfo.sec.gov
Butler Financial ServicesDenver$154.7 million3094Not listed(303) 444-3380butler-financial.orgadviserinfo.sec.gov
Protocol Wealth, LLCDenver$153.2 million503Not listed(720) 383-4550protocolwealthllc.comadviserinfo.sec.gov
Horizon WealthDenver$147.2 million4857Not listed(303) 777-7124myhorizonwealth.comadviserinfo.sec.gov
Agemy Wealth Advisors, LLCDenver$130.5 million8176Not listed(203) 738-0027adviserinfo.sec.gov
Peterson Financial Services LLCDenver$124 million1622Not listed(303) 831-4800petersonfs.comadviserinfo.sec.gov
AscentrisDenver$121.8 million2302(303) 317-6464ascentris.comadviserinfo.sec.gov
Seneca Capital Management, LLCDenver$120 million211(303) 888-2826adviserinfo.sec.gov
Walnut Level Capital LLCDenver$119.2 million431(303) 381-0156walnutlevel.comadviserinfo.sec.gov
Noble Wealth PartnersDenver$118.5 million4233Not listed(720) 588-4103adviserinfo.sec.gov
Wealth Engineers, LLCDenver$117.6 million2082Not listed(303) 500-3245adviserinfo.sec.gov
Columbia Benefits, LLCDenver$116.2 million1301Not listed(303) 759-1100cbadvisors.comadviserinfo.sec.gov
Alpine Wealth Advisors, LLCDenver$115.7 million2401Not listed(720) 318-6634alpinewealthadvisors.comadviserinfo.sec.gov
Meketa Capital, LLCDenver$106.6 million132Not listed(720) 697-1010meketacapital.comadviserinfo.sec.gov
325 Fillmore LLCDenver$103.8 million124(303) 398-2950adviserinfo.sec.gov
GSSG Solar, LLCDenver$103.4 million3313(415) 361-3427gssgsolar.comadviserinfo.sec.gov
Israel Investment Advisors, LLCDenver$96.3 million841(303) 861-3798israelinvestmentadvisors.comadviserinfo.sec.gov
Integrity Prosperity Security (Ips) Strategic CapitalDenver$90.9 million1943Not listed(303) 697-3174investpsfunds.comadviserinfo.sec.gov
Kelly IntelligenceDenver$81.7 million84Not listed(303) 499-1959adviserinfo.sec.gov
Investment Research CorpDenver$76.3 million16621Not listed(303) 626-0634invresearch.comadviserinfo.sec.gov
World Capital Advisors, LLCDenver$72 million651Not listed(804) 267-7418adviserinfo.sec.gov
Class VI Ventures, LLCDenver$14.9 million131(303) 243-5601adviserinfo.sec.gov
Denver AngelsDenverNot listedNot listedNot listed57(217) 622-5177denverangels.coadviserinfo.sec.gov
Rockies Venture Adviser, LLCDenverNot listedNot listedNot listed47(720) 353-9350rockiesventurefund.comadviserinfo.sec.gov
Helios Climate Ventures, LLCDenverNot listedNot listedNot listed38(978) 270-4195helioscv.comadviserinfo.sec.gov
Key Investment Partners LLCDenverNot listedNot listedNot listed14(513) 518-9583keyinvestmentpartners.comadviserinfo.sec.gov
Blackhorn Ventures Management, LLCDenverNot listedNot listedNot listed11(720) 598-2951blackhornvc.comadviserinfo.sec.gov
Fulcrum Energy Capital FundsDenverNot listedNot listedNot listed11(720) 328-5070fulcrumef.comadviserinfo.sec.gov
Armada Venture Partners LLCDenverNot listedNot listedNot listed9(303) 917-9827adviserinfo.sec.gov
KonvoyDenverNot listedNot listedNot listed7(610) 570-0587konvoy.vcadviserinfo.sec.gov
Altira Group LLCDenverNot listedNot listedNot listed6(303) 592-5500altiragroup.comadviserinfo.sec.gov
Blackhorn Ventures Management II, LLCDenverNot listedNot listedNot listed3(720) 598-2951adviserinfo.sec.gov
Greenline Community Ventures, LLCDenverNot listedNot listedNot listed3(303) 586-8000greenlineventures.comadviserinfo.sec.gov
Jeremy Abelson Advisory LLCDenverNot listedNot listedNot listed3(212) 671-1100jeremyabelson.comadviserinfo.sec.gov
Varana Capital, LLCDenverNot listedNot listedNot listed3(212) 993-1564adviserinfo.sec.gov
Colorado Impact GP LLCDenverNot listedNot listedNot listed2(303) 226-1717coloradoimpactfund.comadviserinfo.sec.gov
Edited Capital Management, LLCDenverNot listedNot listedNot listed2(720) 326-6938adviserinfo.sec.gov
Entrepreneur Equity Partners, LLCDenverNot listedNot listedNot listed2(303) 493-1671adviserinfo.sec.gov
Ftaexchange LTDDenverNot listedNot listedNot listed2(719) 694-3525adviserinfo.sec.gov
Nexus Energy PartnersDenverNot listedNot listedNot listed2(303) 320-1870adviserinfo.sec.gov
Trailhead CapitalDenverNot listedNot listedNot listed2(303) 543-0726trailheadcap.comadviserinfo.sec.gov
Unionrock Partners, LLCDenverNot listedNot listedNot listed2(720) 458-6944unionrock.comadviserinfo.sec.gov
1060 Capital, LLCDenverNot listedNot listedNot listed1(312) 361-33591060capitalmanagement.comadviserinfo.sec.gov
AI Earn LTDDenverNot listedNot listedNot listed10019093484763adviserinfo.sec.gov
Able Research Technology LTDDenverNot listedNot listedNot listed1(719) 713-2214adviserinfo.sec.gov
Abrdn Canada LimitedDenverNot listedNot listedNot listed1(870) 222-0387adviserinfo.sec.gov
Absolutaris Base LimitedDenverNot listedNot listedNot listed1(870) 222-0387adviserinfo.sec.gov
Agentquant IncDenverNot listedNot listedNot listed1(585) 286-5181adviserinfo.sec.gov
Aitrade LTDDenverNot listedNot listedNot listed1(647) 365-2538adviserinfo.sec.gov
Aksia Partners LLCDenverNot listedNot listedNot listed1(231) 487-6673adviserinfo.sec.gov
Algebris Investments US Inc.DenverNot listedNot listedNot listed1(303) 299-3103adviserinfo.sec.gov
Alumenis Capital Management GMBH LTDDenverNot listedNot listedNot listed1(720) 973-8288adviserinfo.sec.gov
Apexes Management LTDDenverNot listedNot listedNot listed1(646) 347-6221adviserinfo.sec.gov
Arborfire Capital Inc.DenverNot listedNot listedNot listed1(303) 432-5968adviserinfo.sec.gov
Astroflux Capital, Inc.DenverNot listedNot listedNot listed1(303) 974-3159adviserinfo.sec.gov
Aurora Archipelago IncDenverNot listedNot listedNot listed1(719) 258-1442adviserinfo.sec.gov
Auvrax Technologies IncDenverNot listedNot listedNot listed1(909) 348-4763adviserinfo.sec.gov
Av Commonedge IncDenverNot listedNot listedNot listed1(669) 222-6094adviserinfo.sec.gov
Axivon Exchange LTDDenverNot listedNot listedNot listed1(970) 527-1843adviserinfo.sec.gov
Axon Finance LTDDenverNot listedNot listedNot listed1(628) 252-8259adviserinfo.sec.gov
Azuria CapitalDenverNot listedNot listedNot listed1(720) 315-7008azuriacapital.comadviserinfo.sec.gov
BCM Advisor, LLCDenverNot listedNot listedNot listed1(720) 647-8390adviserinfo.sec.gov
BG Wealth Sharing LTDDenverNot listedNot listedNot listed1(646) 348-2314adviserinfo.sec.gov
Bitmatrix Exchange LTDDenverNot listedNot listedNot listed1(416) 800-1625adviserinfo.sec.gov
Blockara Capital Management LTDDenverNot listedNot listedNot listed1(909) 348-4763adviserinfo.sec.gov
Bqex LTDDenverNot listedNot listedNot listed1(303) 284-5726adviserinfo.sec.gov
Brantone Veylor IncDenverNot listedNot listedNot listed1(303) 674-2351adviserinfo.sec.gov
Btex Group LimitedDenverNot listedNot listedNot listed1(720) 303-2808adviserinfo.sec.gov
Calystron Capital LTDDenverNot listedNot listedNot listed1(209) 566-2541adviserinfo.sec.gov
Cerevia LTDDenverNot listedNot listedNot listed1(909) 348-4763adviserinfo.sec.gov
Cfler Co., LTD.DenverNot listedNot listedNot listed1(970) 998-5253adviserinfo.sec.gov
Cirrus Oil & Gas Capital Management LPDenverNot listedNot listedNot listed1(713) 854-8734cirrusog.comadviserinfo.sec.gov
Cirrus Oil & Gas LLCDenverNot listedNot listedNot listed1(713) 854-8734cirrusog.comadviserinfo.sec.gov
Coinexa LTDDenverNot listedNot listedNot listed1(720) 637-4301adviserinfo.sec.gov
Coinlink LTDDenverNot listedNot listedNot listed1(619) 268-4062adviserinfo.sec.gov
Coinmy Technology LTDDenverNot listedNot listedNot listed1(917) 621-9965adviserinfo.sec.gov
Convergent Wealth Advisors IncDenverNot listedNot listedNot listed1(289) 778-4092adviserinfo.sec.gov
Crestfield Capital LTD.DenverNot listedNot listedNot listed1(407) 627-1656adviserinfo.sec.gov
Crypfine LLCDenverNot listedNot listedNot listed1(719) 513-5234adviserinfo.sec.gov
Cryptobull Capital Management LLCDenverNot listedNot listedNot listed1(303) 847-6418mycryptobull.comadviserinfo.sec.gov
Cryptoorbit LTDDenverNot listedNot listedNot listed1(719) 694-3525adviserinfo.sec.gov
DKCX Digital Finance Technology Co., LTD.DenverNot listedNot listedNot listed1(303) 986-3618adviserinfo.sec.gov
Daobit Holdings LimitedDenverNot listedNot listedNot listed1(303) 974-7152adviserinfo.sec.gov

Advisers in Denver that manage private funds

244 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
KSL Capital PartnersDenverCO60Not listed60Not listedNot listed$17.98 billion$25.61 billionadviserinfo.sec.gov
Denver AngelsDenverCO57Not listedNot listed57Not listed$53.9 millionNot listedadviserinfo.sec.gov
Bow River CapitalDenverCO47Not listed20915$3.56 billion$4.20 billionadviserinfo.sec.gov
Rockies Venture Adviser, LLCDenverCO47Not listedNot listed47Not listed$27.5 millionNot listedadviserinfo.sec.gov
Bear Creek Asset Management, LLCDenverCO40Not listed37Not listed3$242.4 million$5.19 billionadviserinfo.sec.gov
Arrowmark Colorado Holdings, LLCDenverCO3824Not listedNot listedNot listed$13.02 billion$21.02 billionadviserinfo.sec.gov
Helios Climate Ventures, LLCDenverCO38Not listedNot listed38Not listed$138.7 millionNot listedadviserinfo.sec.gov
Northwood Investors LLCDenverCO33Not listedNot listedNot listed33$7.87 billion$8.97 billionadviserinfo.sec.gov
Revelstoke Capital PartnersDenverCO27Not listed27Not listedNot listed$7.18 billion$6.70 billionadviserinfo.sec.gov
Delta-V Capital, LLCDenverCO25Not listed25Not listedNot listed$1.26 billion$1.57 billionadviserinfo.sec.gov
Sagard Real Estate AdvisorsDenverCO23Not listedNot listedNot listed18$713.5 million$1.20 billionadviserinfo.sec.gov
Oakwood Real Estate Partners, LLCDenverCO23Not listedNot listedNot listed23$464.2 million$540.2 millionadviserinfo.sec.gov
Saturn Five Advisors LLCDenverCO22Not listed22Not listedNot listed$554.3 million$556.1 millionadviserinfo.sec.gov
Walker & Dunlop Investment Partners, Inc.DenverCO20Not listedNot listedNot listed20$631.2 million$2.70 billionadviserinfo.sec.gov
Frontrange Capital Advisers, LLCDenverCO20Not listed1Not listed19$894.4 million$1.51 billionadviserinfo.sec.gov
Ibex Investors LLCDenverCO20614Not listedNot listed$1.07 billion$1.16 billionadviserinfo.sec.gov
Janus Henderson InvestorsDenverCO1673Not listedNot listed$13.55 billion$380.43 billionadviserinfo.sec.gov
Spruceview Capital Partners LLCDenverCO15Not listed141Not listed$1.80 billion$2.35 billionadviserinfo.sec.gov
Platte River EquityDenverCO15Not listed15Not listedNot listed$1.50 billion$1.50 billionadviserinfo.sec.gov
Key Investment Partners LLCDenverCO14Not listedNot listed14Not listed$39.8 millionNot listedadviserinfo.sec.gov
Mountaingate Management Co., LLCDenverCO13Not listed13Not listedNot listed$1.49 billion$1.49 billionadviserinfo.sec.gov
Resource Capital FundsDenverCO12Not listed12Not listedNot listed$1.54 billion$1.76 billionadviserinfo.sec.gov
Manna Tree Partners, LLCDenverCO12Not listed12Not listedNot listed$816.2 million$816.2 millionadviserinfo.sec.gov
Blackhorn Ventures Management, LLCDenverCO11Not listedNot listed11Not listed$130.6 millionNot listedadviserinfo.sec.gov
Fulcrum Energy Capital FundsDenverCO11Not listed11Not listedNot listed$57.1 millionNot listedadviserinfo.sec.gov
Proprietary Capital, LLCDenverCO99Not listedNot listedNot listed$505.5 million$651.8 millionadviserinfo.sec.gov
Armada Venture Partners LLCDenverCO9Not listed2Not listed7$56.6 millionNot listedadviserinfo.sec.gov
Lapis Advisers, LPDenverCO8Not listed8Not listedNot listed$693.5 million$789.5 millionadviserinfo.sec.gov
Mainline West Fund Manager LLCDenverCO7Not listedNot listedNot listedNot listed$1.33 billion$1.77 billionadviserinfo.sec.gov
Mercer Advisors Private Asset Management, Inc.DenverCO724Not listed1$205.6 million$205.6 millionadviserinfo.sec.gov

Newest SEC registrations in Denver

2 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Stronghaven LLCDenverCOOctober 28, 2026Not listedstrong-haven.comadviserinfo.sec.gov
5280 AssociatesDenverCOSeptember 11, 2026Not listed5280associates.comadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.