Data / Investment advisers / Serving pooled investment vehicles / Colorado
Investment advisers in Colorado serving pooled investment vehicles: 108 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
108 SEC registered investment advisers with a main office in Colorado report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $282 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ptma Investment Advisors.
The request: Every investment adviser in Colorado that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 108Advisers
- $282 billionAUM from this client type
- 102Advisers over $100 million
- November 2, 2026File date
Advisers in Colorado serving pooled investment vehicles
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Ptma Investment Advisors | Denver | 11 | $88.53 billion | $104.24 billion | adviserinfo.sec.gov |
| Janus Henderson Investors | Denver | 116 | $59.10 billion | $380.43 billion | adviserinfo.sec.gov |
| KSL Capital Partners | Denver | 60 | $25.61 billion | $25.61 billion | adviserinfo.sec.gov |
| Northwood Investors LLC | Denver | 30 | $8.48 billion | $8.97 billion | adviserinfo.sec.gov |
| Arrowmark Colorado Holdings, LLC | Denver | 37 | $8.11 billion | $21.02 billion | adviserinfo.sec.gov |
| Revelstoke Capital Partners | Denver | 27 | $6.70 billion | $6.70 billion | adviserinfo.sec.gov |
| Vision Ridge Partners, LLC | Boulder | 9 | $6.07 billion | $6.11 billion | adviserinfo.sec.gov |
| 1888 Investments, LLC | Denver | 5 | $5.86 billion | $5.91 billion | adviserinfo.sec.gov |
| Empower Capital Management, LLC | Greenwood Village | 8 | $5.51 billion | $77.96 billion | adviserinfo.sec.gov |
| Rubicon Technology Management L.L.C. | Boulder | 15 | $4.84 billion | $4.84 billion | adviserinfo.sec.gov |
| Bow River Capital | Denver | 53 | $4.20 billion | $4.20 billion | adviserinfo.sec.gov |
| Foundry Group, LLC | Boulder | 15 | $3.50 billion | $3.50 billion | adviserinfo.sec.gov |
| Deer Park Road Management Company, LP | Steamboat Springs | 12 | $3.42 billion | $3.52 billion | adviserinfo.sec.gov |
| Sourcerock Group LLC | Denver | 9 | $3.11 billion | $3.11 billion | adviserinfo.sec.gov |
| NZS Capital LLC | Denver | 6 | $2.27 billion | $4.06 billion | adviserinfo.sec.gov |
| Excellere Partners | Denver | 5 | $2.26 billion | $2.26 billion | adviserinfo.sec.gov |
| Walker & Dunlop Investment Partners, Inc. | Denver | 27 | $2.15 billion | $2.70 billion | adviserinfo.sec.gov |
| Woodbourne Capital Management International LP | Boulder | 15 | $1.98 billion | $1.98 billion | adviserinfo.sec.gov |
| Griffis Residential Investment Advisor | Greenwood Village | 20 | $1.85 billion | $1.85 billion | adviserinfo.sec.gov |
| Spruceview Capital Partners LLC | Denver | 22 | $1.84 billion | $2.35 billion | adviserinfo.sec.gov |
| Transamerica Asset Management, Inc. | Denver | 23 | $1.79 billion | $65.94 billion | adviserinfo.sec.gov |
| Resource Capital Funds | Denver | 12 | $1.68 billion | $1.76 billion | adviserinfo.sec.gov |
| Delta-V Capital, LLC | Denver | 25 | $1.57 billion | $1.57 billion | adviserinfo.sec.gov |
| Lab Quantitative Strategies, LLC | Denver | 3 | $1.57 billion | $1.57 billion | adviserinfo.sec.gov |
| Frontrange Capital Advisers, LLC | Denver | 27 | $1.51 billion | $1.51 billion | adviserinfo.sec.gov |
| Platte River Equity | Denver | 15 | $1.50 billion | $1.50 billion | adviserinfo.sec.gov |
| Mountaingate Management Co., LLC | Denver | 13 | $1.49 billion | $1.49 billion | adviserinfo.sec.gov |
| Mainline West Fund Manager LLC | Denver | 7 | $1.35 billion | $1.77 billion | adviserinfo.sec.gov |
| Redefine Ventures LLC | Boulder | 33 | $1.28 billion | $1.28 billion | adviserinfo.sec.gov |
| Ophir Asset Management US LLC | Denver | 2 | $1.27 billion | $1.27 billion | adviserinfo.sec.gov |
| Sagard Real Estate Advisors | Denver | 29 | $1.20 billion | $1.20 billion | adviserinfo.sec.gov |
| Ibex Investors LLC | Denver | 27 | $1.16 billion | $1.16 billion | adviserinfo.sec.gov |
| Aether Investment Partners, LLC | Littleton | 8 | $1.14 billion | $1.14 billion | adviserinfo.sec.gov |
| Crest Rock Partners | Denver | 4 | $1.10 billion | $1.10 billion | adviserinfo.sec.gov |
| Dream U.S. Manager LLC | Denver | 1 | $1.04 billion | $1.04 billion | adviserinfo.sec.gov |
| Corundum Group, Inc. | Colorado Springs | 18 | $1.00 billion | $1.69 billion | adviserinfo.sec.gov |
| Bayswater Management Company LP | Denver | 7 | $991.5 million | $991.5 million | adviserinfo.sec.gov |
| Manna Tree Partners, LLC | Denver | 12 | $816.2 million | $816.2 million | adviserinfo.sec.gov |
| Forum Capital Advisors LLC | Denver | 6 | $815.2 million | $815.2 million | adviserinfo.sec.gov |
| Lapis Advisers, LP | Denver | 8 | $789.5 million | $789.5 million | adviserinfo.sec.gov |
| Millennium Bridge Capital | Denver | 6 | $716.9 million | $716.9 million | adviserinfo.sec.gov |
| Proprietary Capital, LLC | Denver | 17 | $642.2 million | $651.8 million | adviserinfo.sec.gov |
| Saturn Five Advisors LLC | Denver | 21 | $556.1 million | $556.1 million | adviserinfo.sec.gov |
| Oakwood Real Estate Partners, LLC | Denver | 23 | $540.2 million | $540.2 million | adviserinfo.sec.gov |
| One Bow River Advisers, LLC. | Colorado Springs | 1 | $525.9 million | $525.9 million | adviserinfo.sec.gov |
| Crescat Portfolio Management LLC | Denver | 16 | $505.3 million | $536.1 million | adviserinfo.sec.gov |
| Emerald Hill Capital Partners Holdings LLC | Lakewood | 2 | $476 million | $476 million | adviserinfo.sec.gov |
| Avant Management LLC | Denver | 7 | $449 million | $449 million | adviserinfo.sec.gov |
| Lasalle Debt Investors, LLC | Denver | 3 | $384.7 million | $384.7 million | adviserinfo.sec.gov |
| Rallyday Partners, LLC | Denver | 6 | $384.1 million | $384.1 million | adviserinfo.sec.gov |
| Resolute Capital Asset Partners LLC | Denver | 5 | $380.9 million | $380.9 million | adviserinfo.sec.gov |
| Leh III Management LLC | Englewood | 4 | $335.9 million | $335.9 million | adviserinfo.sec.gov |
| Wynkoop LLC | Greenwood Village | 6 | $321 million | $1.22 billion | adviserinfo.sec.gov |
| Marsico Capital Management, LLC | Denver | 1 | $317.2 million | $4.26 billion | adviserinfo.sec.gov |
| Roubaix Capital, LLC | Denver | 3 | $297.3 million | $298.9 million | adviserinfo.sec.gov |
| Bear Creek Fund Advisors LLC | Denver | 3 | $282.5 million | $282.5 million | adviserinfo.sec.gov |
| Shenandoah Energy Management, LLC | Highlands Ranch | 3 | $253.9 million | $253.9 million | adviserinfo.sec.gov |
| Unless Management LP | Boulder | 4 | $252.7 million | $252.7 million | adviserinfo.sec.gov |
| Bear Creek Asset Management, LLC | Denver | 40 | $242.4 million | $5.19 billion | adviserinfo.sec.gov |
| Gatemore | Aspen | 14 | $239.5 million | $239.5 million | adviserinfo.sec.gov |
| Sachem Hill LLC | Denver | 5 | $230.1 million | $1.18 billion | adviserinfo.sec.gov |
| Thornburg Bow River Advisers, LLC. | Denver | 4 | $224.2 million | $224.2 million | adviserinfo.sec.gov |
| Mercer Advisors Private Asset Management, Inc. | Denver | 7 | $205.6 million | $205.6 million | adviserinfo.sec.gov |
| Wazee Street Capital Management LLC | Greenwood Village | 4 | $203.4 million | $203.4 million | adviserinfo.sec.gov |
| Rockwood Equity Partners LLC | Denver | 6 | $189.8 million | $189.8 million | adviserinfo.sec.gov |
| Snow Peak Capital, LLC | Broomfield | 4 | $174.3 million | $174.3 million | adviserinfo.sec.gov |
| Lion Equity Investment Advisors, LLC | Denver | 3 | $173.5 million | $173.5 million | adviserinfo.sec.gov |
| Nilsine Partners, LLC | Greenwood Village | 11 | $161.5 million | $1.88 billion | adviserinfo.sec.gov |
| Lotusgroup Capital | Denver | 5 | $156.7 million | $156.7 million | adviserinfo.sec.gov |
| Towle & Co | Denver | 3 | $152.6 million | $473.7 million | adviserinfo.sec.gov |
| Asset Management Group Investment Corp. | Greenwood Village | 18 | $151.2 million | $151.2 million | adviserinfo.sec.gov |
| Ascentris | Denver | 3 | $121.8 million | $121.8 million | adviserinfo.sec.gov |
| Alder Point Capital Management LLC | Lafayette | 3 | $121.3 million | $121.3 million | adviserinfo.sec.gov |
| Seneca Capital Management, LLC | Denver | 2 | $120 million | $120 million | adviserinfo.sec.gov |
| Walnut Level Capital LLC | Denver | 4 | $119.2 million | $119.2 million | adviserinfo.sec.gov |
| 325 Fillmore LLC | Denver | 4 | $103.8 million | $103.8 million | adviserinfo.sec.gov |
| GSSG Solar, LLC | Denver | 4 | $103.4 million | $103.4 million | adviserinfo.sec.gov |
| Branzan Investment Advisors, Inc. | Littleton | 3 | $102.1 million | $114.8 million | adviserinfo.sec.gov |
| Leh II Management LLC | Englewood | 1 | $93.1 million | $93.1 million | adviserinfo.sec.gov |
| Israel Investment Advisors, LLC | Denver | 1 | $83.4 million | $96.3 million | adviserinfo.sec.gov |
| Black Swift Group, LLC | Boulder | 3 | $77.3 million | $694.1 million | adviserinfo.sec.gov |
| 7two | Denver | 3 | $59.5 million | $230.4 million | adviserinfo.sec.gov |
| Oak Street Investments | Greenwood Village | 7 | $59.1 million | $125.5 million | adviserinfo.sec.gov |
| Semper Augustus Investments Group LLC | Highlands Ranch | 1 | $59.1 million | $982.2 million | adviserinfo.sec.gov |
| Collegiate Peaks Asset Management, LLC | Denver | 1 | $52.2 million | $365.1 million | adviserinfo.sec.gov |
| Cherry Creek Family Offices | Denver | 6 | $50.9 million | $2.02 billion | adviserinfo.sec.gov |
| Mica Creek Capital LLC | Steamboat Springs | 1 | $48.5 million | $300.5 million | adviserinfo.sec.gov |
| Season Investments, LLC | Colorado Springs | 1 | $45.3 million | $159.7 million | adviserinfo.sec.gov |
| Fidelis Wealth Advisors | Castle Rock | 19 | $44.5 million | $210.4 million | adviserinfo.sec.gov |
| M4a3 LLC | Boulder | 5 | $33.7 million | $322 million | adviserinfo.sec.gov |
| Parsonex Advisory Services, Inc. | Englewood | 1 | $33.1 million | $271.3 million | adviserinfo.sec.gov |
| Gill Capital Partners | Denver | 1 | $30.9 million | $862.4 million | adviserinfo.sec.gov |
| Gallacher Capital Management, LLC | Lone Tree | 3 | $27.2 million | $539 million | adviserinfo.sec.gov |
| Bullseye Asset Management LLC | Denver | 1 | $23.7 million | $183.9 million | adviserinfo.sec.gov |
| Aspen Grove Capital, LLC | Avon | 2 | $23.4 million | $6.67 billion | adviserinfo.sec.gov |
| The Institute | Denver | 1 | $22.6 million | $1.37 billion | adviserinfo.sec.gov |
| Stone Creek Group, LLC | Englewood | 3 | $16.8 million | $250.6 million | adviserinfo.sec.gov |
| Class VI Ventures, LLC | Denver | 1 | $14.9 million | $14.9 million | adviserinfo.sec.gov |
| Origin Credit Advisers, LLC | Denver | 1 | $13.2 million | $538 million | adviserinfo.sec.gov |
| Wealthbuilders Investments | Greenwood Village | 2 | $10.9 million | $172.6 million | adviserinfo.sec.gov |
| GHP Investment Advisors Inc | Denver | 1 | $10.1 million | $3.06 billion | adviserinfo.sec.gov |
| Quish | Boulder | 1 | $9.3 million | $154.2 million | adviserinfo.sec.gov |
| JFG Family Office | Denver | 1 | $5.4 million | $4.53 billion | adviserinfo.sec.gov |
| Harrison Street Private Wealth LLC | Denver | 3 | $1.4 million | $4.14 billion | adviserinfo.sec.gov |
| Protocol Wealth, LLC | Denver | 1 | $300,000 | $153.2 million | adviserinfo.sec.gov |
| Savvly Advisor | Boulder | 2 | $75,208 | $75,208 | adviserinfo.sec.gov |
| Sweater Industries LLC | Boulder | 1 | $39,102 | $16.1 million | adviserinfo.sec.gov |
| Scire Fund III GP, LLC | Denver | 1 | Not listed | Not listed | adviserinfo.sec.gov |
Also on SpecStream
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.