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Reading the graph
CRD 152982
DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FWCM FIXED INCOME | Other Private Fund | $39.6M | Jun 19, 2012 | 95 | Apr 2, 2012 | dropped | n/a |
| FIRST WESTERN INVESTMENT MANAGEMENT HIGH INCOME SENIOR LOANS LIMITED PARTNERSHIP | Other Private Fund | $0 | Mar 26, 2019 | 5 | Apr 2, 2012 | dropped | n/a |
| FIRST WESTERN CAPITAL MANAGEMENT TOTAL RETURN, L.P. | Hedge Fund | $0 | Mar 26, 2019 | 6 | Apr 2, 2012 | dropped | n/a |
| FIRST WESTERN CAPITAL MANAGEMENT INCOME EQUITY LIMITED PARTNERSHIP | Private Equity Fund | $0 | Mar 26, 2019 | 21 | Apr 2, 2012 | dropped | n/a |
| FIRST WESTERN CAPITAL MANAGEMENT NATIONAL TAX EXEMPT LIMITED PARTNERSHIP | Other Private Fund | $0 | Mar 26, 2019 | 25 | Apr 2, 2012 | dropped | 021-126317 |
| FIRST WESTERN CAPITAL MANAGEMENT HIGH YIELD CAPITAL APPRECIATION LIMITED PARTNERSHIP | Other Private Fund | $0 | Mar 26, 2019 | 21 | Apr 2, 2012 | dropped | 021-143037 |
| FIRST WESTERN CAPITAL MANAGEMENT EQUITY GROWTH LIMITED PARTNERSHIP | Private Equity Fund | $0 | Mar 26, 2019 | 18 | Apr 2, 2012 | dropped | 021-143021 |
| FIRST WESTERN CAPITAL MANAGEMENT HIGH INCOME LIMITED PARTNERSHIP | Other Private Fund | $0 | Mar 26, 2019 | 19 | Apr 2, 2012 | dropped | 021-143062 |
| FIRST WESTERN CAPITAL MANAGEMENT CALIFORNIA TAX EXEMPT LIMITED PARTNERSHIP | Other Private Fund | $0 | Mar 26, 2019 | 0 | Apr 2, 2012 | dropped | 021-143023 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COURKAMP, JULIE | Treasurer | Na | yes | 01/2013 | Mar 28, 2013 | Aug 14, 2020 |
| FIRST WESTERN FINANCIAL, INC. | Shareholder | E | yes | 12/2009 | Apr 2, 2012 | Aug 14, 2020 |
| JULIEN, BARRY, PHILIP | MANAGING DIRECTOR | Na | yes | 02/2010 | Aug 20, 2014 | Aug 14, 2020 |
| PAYNE, CHRISTOPHER, LEE | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2018 | Sep 18, 2018 | Aug 14, 2020 |
| SAWYER, JOHN, EMERY | President | Na | yes | 03/2018 | Mar 28, 2018 | Aug 14, 2020 |
| WYLIE, SCOTT, C | CHAIRMAN/CEO | B | yes | 07/2014 | Apr 2, 2012 | Aug 14, 2020 |
| SIMNIONIW, LENE | Secretary | Na | no | 12/2009 | Apr 2, 2012 | Aug 14, 2020 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FIRST WESTERN TRUST BANK | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| LOS ANGELES | CA | United States | 8 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2019 | Mar 27, 2020 | $962M | $875M | 9 | 6 | 1 | n/a | n/a |
| 2018 | Mar 26, 2019 | $772M | $684M | 7 | 6 | 1 | 8 | $0 |
| 2017 | Mar 28, 2018 | $1.0B | $948M | 14 | 8 | 1 | 8 | $61.4M |
| 2016 | Mar 24, 2017 | $1.1B | $1.1B | 14 | 10 | n/a | 8 | $130M |
| 2015 | Mar 29, 2016 | $1.3B | $1.3B | 20 | 11 | n/a | 8 | $213M |
| 2014 | Mar 31, 2015 | $1.4B | $1.4B | 18 | 11 | n/a | 8 | $252M |
| 2013 | Mar 26, 2014 | $1.4B | $1.4B | 19 | 11 | n/a | 8 | $258M |
| 2012 | Mar 28, 2013 | $1.3B | $1.3B | 18 | 10 | n/a | 8 | $230M |
| 2011 | Apr 2, 2012 | $1.3B | $1.3B | n/a | n/a | n/a | 9 | $228M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2019 | $962M | $772M | 24.6% | $1.1B | -3.7% | 9 | 7 | 1 | 1 |