DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

MICHAUD CAPITAL MANAGEMENT LLC

CRD 159828

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d00df08-e38a-2649-2a03-6bb7551a6565

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Dec 13, 2011 to Mar 30, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Michaud Capital Management LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.17 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.4BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $469M
Private client RAUM: $427MderivedItem 5.D individuals plus high net worth individuals
Private client share: 17%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $611Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 101
High net worth clients: 12
Custody, client assets: $174M
SEC number: 801-72973
CRD: 159828
Filings on the tape: 34
First filed: Dec 13, 2011
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, CO
Website: michaudcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH WILLIAM MICHAUD	n/a	Denver, CO	14	20	2	no
Guangyan Qin	Chartered Financial Analyst	DENVER, CO \| Greenwood Village, CO	2	18	n/a	no
ERIN VALENTI BAWA	Chartered Financial Analyst	DENVER, CO	2	18	n/a	no
ANDRE MEHTA	Chartered Financial Analyst	DENVER, CO	0	23	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WOODY CREEK INVESTMENT LIMITED PARTNERSHIP	Other Private Fund	$7.1M	May 12, 2017	20	Apr 1, 2013	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MICHAUD, JOSEPH, WILLIAM	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	01/2012	Dec 13, 2011	Apr 4, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.4B	$469M	19	6	0	n/a	n/a
2024	Mar 28, 2025	$2.4B	$439M	17	5	0	n/a	n/a
2023	Mar 4, 2024	$2.1B	$354M	16	5	0	n/a	n/a
2022	Mar 16, 2023	$1.8B	$229M	15	5	0	n/a	n/a
2021	Mar 24, 2022	$1.7B	$236M	11	4	0	n/a	n/a
2020	Mar 22, 2021	$1.4B	$81.2M	9	4	0	n/a	n/a
2019	Mar 23, 2020	$1.3B	$79.2M	7	4	0	n/a	n/a
2018	Mar 25, 2019	$1.2B	$71.7M	7	5	0	n/a	n/a
2017	Mar 29, 2018	$1.1B	$69.7M	6	5	0	n/a	n/a
2016	Mar 30, 2017	$1.0B	$67.5M	7	5	n/a	1	$7.1M
2015	Mar 30, 2016	$1.0B	$128M	7	5	n/a	1	$94.8M
2014	Mar 19, 2015	$1.2B	$173M	10	4	n/a	1	$112M
2013	Mar 20, 2014	$717M	$167M	7	1	n/a	1	$93.8M
2012	Mar 28, 2013	$153M	$151M	4	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$2.4B	-0.2%	$1.8B	10.4%	19	17	0	0

Relationships

Registered with (4)

← ANDRE MEHTAAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← Guangyan QinAdvisorregistration: current employment
Feb 29, 2024 to presentfactForm ADV
← ERIN VALENTI BAWAAdvisorregistration: current employment
Feb 29, 2024 to presentfactForm ADV
← JOSEPH WILLIAM MICHAUDAdvisorregistration: current employment
Jan 6, 2012 to presentfactForm ADV

Controls (1)

← MICHAUD, JOSEPH, WILLIAMOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 13, 2011 to Apr 4, 2024factForm ADV

Advises (1)

→ WOODY CREEK INVESTMENT LIMITED PARTNERSHIPPrivate fundOther Private Fund, IA, no longer reported
Apr 1, 2013 to May 12, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d00df08-e38a-2649-2a03-6bb7551a6565
First observed: Dec 13, 2011
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAUD CAPITAL MANAGEMENT LLC

CRD 159828

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d00df08-e38a-2649-2a03-6bb7551a6565

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH WILLIAM MICHAUD

n/a

Denver, CO

Guangyan Qin

Chartered Financial Analyst

DENVER, CO | Greenwood Village, CO

n/a

ERIN VALENTI BAWA

Chartered Financial Analyst

DENVER, CO

n/a

ANDRE MEHTA

Chartered Financial Analyst

DENVER, CO

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WOODY CREEK INVESTMENT LIMITED PARTNERSHIP

Other Private Fund

$7.1M

May 12, 2017

Apr 1, 2013

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MICHAUD, JOSEPH, WILLIAM

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

01/2012

Dec 13, 2011

Apr 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.4B

$469M

n/a

2024

Mar 28, 2025

$2.4B

$439M

n/a

2023

Mar 4, 2024

$2.1B

$354M

n/a

2022

Mar 16, 2023

$1.8B

$229M

n/a

2021

Mar 24, 2022

$1.7B

$236M

n/a

2020

Mar 22, 2021

$1.4B

$81.2M

n/a

2019

Mar 23, 2020

$1.3B

$79.2M

n/a

2018

Mar 25, 2019

$1.2B

$71.7M

n/a

2017

Mar 29, 2018

$1.1B

$69.7M

n/a

2016

Mar 30, 2017

$1.0B

$67.5M

n/a

$7.1M

2015

Mar 30, 2016

$1.0B

$128M

n/a

$94.8M

2014

Mar 19, 2015

$1.2B

$173M

n/a

$112M

2013

Mar 20, 2014

$717M

$167M

n/a

$93.8M

2012

Mar 28, 2013

$153M

$151M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.4B

-0.2%

$1.8B

10.4%