Data / Investment advisers / Colorado / Griffis Residential Investment Advisor
Griffis Residential Investment Advisor, Greenwood Village, CO: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Griffis Residential Investment Advisor is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $1.9 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 11 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 166201
- SEC file number
- 801-77578
- SEC status
- Approved, effective February 19, 2013
- Main office
- 6400 S. Fiddler's Green Circle Suite 1200, Greenwood Village, CO 80111
- Phone
- (303) 268-2121
- Website
- griffisresidential.com
- Regulatory AUM
- $1,854,943,736 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $1,816,313,149
- Non discretionary AUM
- $38,630,587
- Accounts
- 20
- Employees
- 30, of which 17 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 11: 11 real estate funds
- Gross assets of private funds
- $1,392,744,491
- Umbrella registration
- 5 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- 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 | 20 | $1.85 billion |
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 |
|---|---|---|
| April 1, 2026 | $1.85 billion | March 27, 2026 |
| December 1, 2025 | $1.99 billion | March 27, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village | $195.43 billion | Not listed | adviserinfo.sec.gov |
| Empower Capital Management, LLC | Greenwood Village | $77.96 billion | 9 | adviserinfo.sec.gov |
| Fiduciary Consulting Group | Greenwood Village | $14.73 billion | Not listed | adviserinfo.sec.gov |
| Nilsine Partners, LLC | Greenwood Village | $1.88 billion | 11 | adviserinfo.sec.gov |
| Wynkoop LLC | Greenwood Village | $1.22 billion | 4 | adviserinfo.sec.gov |
| Heirloom Wealth Management LLC | Greenwood Village | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Icon Advisers, Inc. | Greenwood Village | $875.9 million | Not listed | adviserinfo.sec.gov |
| Investment Management Associates | Greenwood Village | $810 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Griffis Residential Investment Advisor 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.