Data / Investment advisers / Colorado / Harrison Street Private Wealth LLC
Harrison Street Private Wealth LLC, Denver, CO: $4.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Harrison Street Private Wealth LLC is an SEC registered investment adviser with its main office in Denver, Colorado and reports $4.1 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include investment companies and pooled investment vehicles. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 143857
- SEC file number
- 801-72298
- SEC status
- Approved, effective September 1, 2011
- Main office
- 5050 S. Syracuse Street, Suite 1100, Denver, CO 80237
- Phone
- (877) 200-1878
- Website
- harrisonstpw.com
- Regulatory AUM
- $4,138,608,256 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $4,138,608,256
- Accounts
- 7
- Employees
- 35, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 3
- 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 |
|---|---|---|
| Investment companies | 4 | $4.14 billion |
| Pooled investment vehicles | 3 | $1.4 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 |
|---|---|---|
| April 1, 2026 | $4.14 billion | March 27, 2026 |
| December 1, 2025 | $4.59 billion | October 31, 2025 |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 1888 Investments, LLC | Denver | $5.91 billion | 5 | adviserinfo.sec.gov |
| Bear Creek Asset Management, LLC | Denver | $5.19 billion | 40 | adviserinfo.sec.gov |
| JFG Family Office | Denver | $4.53 billion | 1 | adviserinfo.sec.gov |
| Marsico Capital Management, LLC | Denver | $4.26 billion | Not listed | adviserinfo.sec.gov |
| Bow River Capital | Denver | $4.20 billion | 47 | adviserinfo.sec.gov |
| NZS Capital LLC | Denver | $4.06 billion | 4 | adviserinfo.sec.gov |
| Ima Advisory Services, Inc. | Denver | $3.90 billion | Not listed | adviserinfo.sec.gov |
| Bok Financial Private Wealth, Inc. | Denver | $3.72 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Harrison Street Private Wealth LLC 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.