DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 304503
BOULDER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DAVID MARTIN HALSETH | n/a | BOULDER, CO | 1 | 27 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HALSETH, DAVID, MARTIN | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | yes | 06/2019 | Jun 4, 2019 | Mar 5, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $215M | $53.7M | 1 | 1 | 0 | n/a | n/a |
| 2024 | Mar 23, 2025 | $211M | $45.0M | 1 | 1 | 0 | n/a | n/a |
| 2023 | Mar 5, 2024 | $172M | $33.1M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Feb 24, 2023 | $155M | $23.8M | 1 | 1 | 0 | n/a | n/a |
| 2021 | Feb 8, 2022 | $167M | $27.8M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Feb 8, 2021 | $126M | $18.8M | 1 | 1 | 0 | n/a | n/a |
| 2019 | May 21, 2020 | $99.2M | $15.5M | 1 | 1 | 0 | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $215M | $211M | 2.0% | $155M | 11.6% | 1 | 1 | 0 | 0 |