Data / Investment advisers / Colorado / Wazee Street Capital Management LLC
Wazee Street Capital Management LLC, Greenwood Village, CO: $203 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wazee Street Capital Management LLC is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $203 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 159165
- SEC file number
- 801-121924
- SEC status
- Approved, effective July 29, 2021
- Main office
- 8101 E Prentice Ave Suite 610, Greenwood Village, CO 80111
- Phone
- (303) 645-9300
- Regulatory AUM
- $203,367,186 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $203,367,186
- Accounts
- 4
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $330,816,436
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 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 | 4 | $203.4 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 | $203.4 million | March 31, 2026 |
| December 1, 2025 | $187.8 million | April 23, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Causey Wealth LLC | Greenwood Village | $393.2 million | Not listed | adviserinfo.sec.gov |
| Cresalta Investment Management, Inc. | Greenwood Village | $323.4 million | Not listed | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | $298 million | Not listed | adviserinfo.sec.gov |
| Alpha Capital Family Office, LLC | Greenwood Village | $295.9 million | Not listed | adviserinfo.sec.gov |
| Evergreen Private Wealth | Greenwood Village | $264.7 million | Not listed | adviserinfo.sec.gov |
| 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 |
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
- Wazee Street Capital Management 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.