Data / Investment advisers / Colorado / Asset Management Group Investment Corp.
Asset Management Group Investment Corp., Greenwood Village, CO: $151 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Asset Management Group Investment Corp. is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $151 million in regulatory assets under management in its Form ADV filed December 24, 2025. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 18 private funds.
The request: Watch Asset Management Group Investment Corp. (CRD number 168369): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 168369
- SEC file number
- 801-78374
- SEC status
- Approved, effective August 5, 2013
- Main office
- 6295 Greenwood Plaza Blvd., Greenwood Village, CO 80111
- Phone
- (303) 694-2190
- Regulatory AUM
- $151,216,832 in the Form ADV filed December 24, 2025
- Discretionary AUM
- $151,216,832
- Accounts
- 18
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Private funds
- 18: 10 venture capital funds, 3 private equity funds, 3 real estate funds, 2 hedge funds
- Gross assets of private funds
- $151,216,833
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 24, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 18 | $151.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $151.2 million | December 24, 2025 |
| December 1, 2025 | $164.3 million | December 19, 2024 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wisdom Wealth Strategies | Greenwood Village | $190.5 million | Not listed | adviserinfo.sec.gov |
| Downing Street Wealth Management LLC | Greenwood Village | $175.6 million | Not listed | adviserinfo.sec.gov |
| Wealthbuilders Investments | Greenwood Village | $172.6 million | 2 | adviserinfo.sec.gov |
| Peak Capital Management, LLC | Greenwood Village | $165.2 million | Not listed | adviserinfo.sec.gov |
| Financially Speaking Inc | Greenwood Village | $164.8 million | Not listed | adviserinfo.sec.gov |
| Paramount Associates Wealth Management | Greenwood Village | $146.5 million | Not listed | adviserinfo.sec.gov |
| Summit Hill Wealth Management, LLC | Greenwood Village | $145.7 million | Not listed | adviserinfo.sec.gov |
| Integra Financial, Inc. | Greenwood Village | $139 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Asset Management Group Investment Corp. on the SEC's adviser search
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.