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CRD 315694
GREENWOOD VILLAGE, 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 |
|---|---|---|---|---|---|---|
| TERESA LEE FRIESS | n/a | GREENWOOD VILLAGE, CO | 5 | 40 | 1 | yes |
| BRETT ROBERT BILLS | n/a | GREENWOOD VILLAGE, CO | 5 | 24 | 1 | no |
| R SCOTT BILLS | Certified Financial Planner | GREENWOOD VILLAGE, CO | 5 | 20 | 1 | no |
| AARON PATRICK SEEMAN | n/a | GREENWOOD VILLAGE, CO | 5 | 26 | 1 | yes |
| JOSHUA P DELOACH | Certified Financial Planner | GREENWOOD VILLAGE, CO | 5 | 12 | 1 | no |
| Samuel Stacey | n/a | GREENWOOD VILLAGE, CO | 4 | 14 | n/a | no |
| DANIEL WILLIAM WEEKS | Certified Financial Planner | GREENWOOD VILLAGE, CO | 3 | 19 | 5 | no |
| DEVIN B POPE | Certified Financial Planner | GREENWOOD VILLAGE, CO | COTTONWOOD HEIGHTS, UT | 3 | 22 | 4 | no |
| JENNIFER LYNN BOYLE | n/a | GREENWOOD VILLAGE, CO | 3 | 13 | n/a | no |
| Christine S Wang | Certified Financial Planner | GREENWOOD VILLAGE, CO | 3 | 14 | 1 | no |
| Carter Samuel Hall | n/a | GREENWOOD VILLAGE, CO | 1 | 12 | n/a | no |
| Elizabeth A Landsinger | n/a | GREENWOOD VILLAGE, CO | 1 | 11 | 1 | no |
| MADELINE ANDERSON TESTWUIDE | Certified Financial Planner | GREENWOOD VILLAGE, CO | 1 | 11 | 1 | no |
| Liliya Tchistiak | n/a | GREENWOOD VILLAGE, CO | 0 | 11 | 1 | no |
| Tanner John Sterk | Certified Financial Planner | GREENWOOD VILLAGE, CO | 0 | 11 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PROTEUS FEEDER I OFFSHORE SPC LTD. - YAMPA SEGREGATED PORTFOLIO | n/a | $37.8M | Mar 24, 2026 | 46 | Mar 24, 2026 | reported | 021-494528 |
| PROTEUS SERIES FEEDER FUND I, LLC - SHAVANO FUND | n/a | $32.4M | Mar 24, 2026 | 21 | Mar 24, 2026 | reported | 021-492909 |
| PROTEUS SERIES FEEDER FUND I, LLC - TABEGUACHE FUND | n/a | $29.4M | Mar 24, 2026 | 25 | Mar 24, 2026 | reported | 021-493304 |
| ANTERO PRIVATE EQUITY FUND, LLC | Other Private Fund | $29.1M | Mar 24, 2026 | 37 | Mar 27, 2024 | reported | 021-495112 |
| ANTERO REAL ASSETS FUND, LLC | Other Private Fund | $25.0M | Mar 24, 2026 | 37 | Mar 27, 2024 | reported | 021-495115 |
| ANTERO PRIVATE CREDIT FUND, LLC | Other Private Fund | $24.2M | Mar 24, 2026 | 37 | Mar 27, 2024 | reported | 021-495109 |
| ANTERO ALTERNATIVE INCOME FUND, LLC | Other Private Fund | $21.6M | Mar 24, 2026 | 37 | Mar 27, 2024 | reported | 021-495111 |
| PROTEUS SERIES I FEEDER FUND, LLC - NILSINE PARTNERS PRIVATE ACCESS FUND | n/a | $4.3M | Mar 24, 2026 | 46 | Mar 24, 2026 | reported | n/a |
| ANTERO PRIVATE CREDIT FUND II, LLC | n/a | $0 | Mar 24, 2026 | 0 | Mar 24, 2026 | reported | n/a |
| ANTERO REAL ASSETS FUND II, LLC | n/a | $0 | Mar 24, 2026 | 0 | Mar 24, 2026 | reported | n/a |
| ANTERO PRIVATE EQUITY FUND II, LLC | n/a | $0 | Mar 24, 2026 | 0 | Mar 24, 2026 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BILLS, BRETT, ROBERT | CHIEF INVESTMENT OFFICER | Na | yes | 09/2021 | Mar 24, 2026 | Mar 24, 2026 |
| DELOACH, JOSHUA, P | CHIEF STRATEGY OFFICER | Na | yes | 09/2021 | Mar 24, 2026 | Mar 24, 2026 |
| FRIESS, TERESA, LEE | EXECUTIVE DIRECTOR, COMPLIANCE | Na | yes | 01/2025 | Mar 24, 2026 | Mar 24, 2026 |
| NILSINE ASSETS, LLC | Member | E | yes | 08/2021 | Mar 24, 2026 | Mar 24, 2026 |
| SEEMAN, AARON, PATRICK | CHIEF EXPERIENCE OFFICER | Na | yes | 09/2021 | Mar 24, 2026 | Mar 24, 2026 |
| STRAW, MELISSA, ANN | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2025 | Mar 24, 2026 | Mar 24, 2026 |
| BILLS, BRETT, ROBERT | MANAGING MEMBER | C | yes | 09/2021 | Sep 17, 2021 | Nov 21, 2024 |
| BILLS, R SCOTT | CHIEF EXECUTIVE OFFICER | Na | yes | 09/2021 | Sep 17, 2021 | Nov 21, 2024 |
| BILLS, R SCOTT | MANAGING MEMBER | C | yes | 09/2021 | Sep 17, 2021 | Nov 21, 2024 |
| BURNS, PATRICK, JOSEPH | GENERAL COUNSEL | Na | no | 03/2023 | Mar 24, 2026 | Mar 24, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| COTTONWOOD HEIGHTS | Ut | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $1.9B | $1.9B | 18 | 12 | 1 | 11 | n/a |
| 2024 | Mar 21, 2025 | $1.7B | $1.7B | 15 | 11 | 1 | 8 | n/a |
| 2023 | Mar 27, 2024 | $1.2B | $1.0B | 14 | 10 | 1 | 4 | $55.7M |
| 2022 | Mar 27, 2023 | $1.0B | $832M | 12 | 7 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $1.0B | $777M | 9 | 5 | 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 |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 2 | 0 | 0 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.9B | $1.7B | 10.0% | $1.0B | 21.5% | 18 | 15 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 5 | Sep 20, 2021 | Sep 17, 2021 | GREENWOOD VILLAGE, CO | Team lift out | Wirehouse to new firm | 0.0% |