DFX Intelligence
Family office profile
C•••• V• F••••• O•••••• L••
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Denver, COMulti-family officeidentity confidence 75%Top 500 by research priorityc•••••••••.com
Why this class: registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction.
Not yet hand-verified
Last observed Sep 21, 2026 · 95 observations · 4 sources
56 people · 0 investments · 1838 public positions · 49 events
Direct investing
15
moderate
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- Denver, CO
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- c•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $950M. Regulatory AUM $1.5B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $1.5B as of Feb 11, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Oct 27, 2017 · 9 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 47 ($11.3M); Corporations: 5 ($9.6M); Charitable organizations: 1 ($31,974); High net worth individuals: 148 ($1.5B)Fact
- Form 13F
- $950M across 1,840 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
- Sep 12, 2026Candidate 35%family-named entity with no regulatory signal yetInference
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team56 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| D••• A••••••••• | Investment Banking 101 | Direct investments · investment decisions | none on record | c•••••••••.com Fact |
| G•••• R••••••• | Senior Investment Advisor | Direct investments · investment decisions | none on record | c•••••••••.com Fact |
| L••• M••••••• | Director of Investment Advisory Services | Direct investments · investment decisions | none on record | c•••••••••.com Fact |
| A••• W••••••• | Director | Leadership | email: a••••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| A•• L•••••• | Creative Director | Leadership | email: a•••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| C•••••• M••••••• | Director | Leadership | email: c••••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| C•••• Y•••••• | CEO | Leadership | none on record | c•••••••••.com Fact |
| D••••• B• Y•••• | Member | Leadership | none on record | |
| D••••• T••••• | Director of Wealth Advisory | Leadership | email: d•••••@c•••••••••.com (verified by provider, Sep 21, 2026) phone: 3032435620 (published by the subject, Apr 29, 2026) | c•••••••••.com Fact |
| D••••••• E••••• | Project Manager | Leadership | none on record | c•••••••••.com Fact |
| D•••• S••••• | Advisory Services Director | Leadership | email: d••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| D•••• T••••• | Managing Director & Co-Founder | Leadership | email: d••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| D•••• F•• | Managing Director | Leadership | email: d•••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| J••• K••••• | Sr. Business Development Director | Leadership | email: j••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| J•• C••••••• | VP of Strategic Alliances | Leadership | email: j••••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| J•• P••• | Advisory Services Director | Leadership | none on record | c•••••••••.com Fact |
| L••• A••••• M••••••• | Member | Leadership | none on record | |
| M••• B•••••••• | Managing Partner | Leadership | email: m•••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| M•••••• P•••••••• | Director | Leadership | email: m•••••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| O••••• S••••••••• | Creative Services Manager | Leadership | email: o•••••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| P••• Z••••••••• | Vice President | Leadership | email: p•••••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| P•••• B•••••• | Director | Leadership | email: p•••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| T••••• U••••• | Senior Director of Business Development | Leadership | email: t••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| Z••• S•••••• | Vice President | Leadership | email: z•••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| Z••• G••••• | Managing Director | Leadership | email: z••••••@c•••••••••.com (verified by provider, Sep 21, 2026) | c•••••••••.com Fact |
| A••••• T•• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| A•••• S•••• | Director of Strategy & Operations | Operations and finance | none on record | c•••••••••.com Fact |
| A•••• H••••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| A•••• W•••••••• | Controller | Operations and finance | none on record | c•••••••••.com Fact |
| A••••• D••••••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| C•••• H•••••••• | Chief Operating Officer | Operations and finance | none on record | c•••••••••.com Fact |
| C•••• S•••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| D•••• W••••••••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| J••••••••• M••••••••• | Strategic Finance Associate | Operations and finance | none on record | c•••••••••.com Fact |
| J•• B•••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| J•••••• C••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| J••••• C••••••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| K•••••• H••••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| K•• W••••••• | Director of Sales Operations | Operations and finance | none on record | c•••••••••.com Fact |
| K•••••• L••••••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| L••• R•••• | Event Operations Manager | Operations and finance | none on record | c•••••••••.com Fact |
| L•••• P•••••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| T• H••• | Analyst | Operations and finance | none on record | c•••••••••.com Fact |
| A•••• C••••• | Executive Assistant | Other | none on record | c•••••••••.com Fact |
| B•• K••••• | Associate Wealth Advisor | Other | none on record | c•••••••••.com Fact |
| B•••• M•••• | Head of Sponsor Coverage | Other | none on record | c•••••••••.com Fact |
| B•••• N•••• | Associate | Other | none on record | c•••••••••.com Fact |
| D••••• T••••• | Dir of Wealth Advisory | Other | email: d•••••@c•••••••••.com (verified by provider, Sep 21, 2026) phone: 3032435620 (published by the subject, Apr 29, 2026) | sec.gov Fact |
| D••••• T••••• | Dir of Wealth Advisory | Other | email: d•••••@c•••••••••.com (verified by provider, Sep 21, 2026) phone: 3032435620 (published by the subject, Apr 29, 2026) | sec.gov Fact |
| D••••• Y•••• T••••• | Dir of Client Experience | Other | phone: 3032435620 (published by the subject, Apr 16, 2025) | sec.gov Fact |
| D•••• C••••••••• T••••• | Cco | Other | none on record | |
| J•••• G•••• | Associate Wealth Advisor | Other | none on record | c•••••••••.com Fact |
| P•••••• B•••••• | Associate | Other | none on record | c•••••••••.com Fact |
| R•• H••• | Associate | Other | none on record | c•••••••••.com Fact |
| S••• S••••••••• | Senior Wealth Advisor | Other | none on record | c•••••••••.com Fact |
| T••••• L••• | Associate | Other | none on record | c•••••••••.com Fact |
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $950M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Direct investment team
- 3 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings40 positionsshow
Form 13F holdings
Top 40 positions of 1,840 for the quarter ended Mar 31, 2026; $660M shown of $950M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| S••••• S•••••••• T• | FUNDAMENTAL INTL | $66.1M | 1,351,127 | 7.0% |
| S••••• S•••••••• T• | US DIVIDEND EQ | $58.6M | 1,911,610 | 6.2% |
| D••••••••• E•• T•••• | US CORE EQT MKT | $37.5M | 831,776 | 4.0% |
| V••••••• W•••• F• | INF TECH ETF | $36.8M | 52,800 | 3.9% |
| A••••••• C•••• E•• T• | INTL EQT ETF | $36.5M | 429,697 | 3.8% |
| A••••••• C•••• E•• T• | US EQT ETF | $34.5M | 310,746 | 3.6% |
| I•••••• T• | CORE S&P500 ETF | $23.8M | 36,387 | 2.5% |
| D••••••••• E•• T•••• | US HIGH PROFITAB | $23.3M | 633,985 | 2.5% |
| V••••••• I•••• F•• | S&P 500 ETF SHS | $21.5M | 35,946 | 2.3% |
| S••••• S•••••••• T• | FUNDAMENTAL EMER | $19.5M | 509,567 | 2.1% |
| D••••••••• E•• T•••• | US CORE EQUITY 2 | $18.0M | 464,461 | 1.9% |
| A•••• I•• | COM | $16.1M | 63,459 | 1.7% |
| B•••••••• E•• T•••• I• | I•••••• FLEXIBLE | $16.1M | 309,343 | 1.7% |
| I•••••• T• | CORE US AGGBD ET | $14.5M | 146,317 | 1.5% |
| N••••• C••••••••• | COM | $14.4M | 82,716 | 1.5% |
| D••••••••• E•• T•••• | INTL CORE EQT MK | $13.7M | 351,192 | 1.4% |
| S••••• S•••••••• T• | US LRG CAP ETF | $13.1M | 511,892 | 1.4% |
| V••••••• I•••• F•• | TOTAL STK MKT | $13.0M | 40,654 | 1.4% |
| V••••••• T••••••••• F•• | VAN FTSE DEV MKT | $12.9M | 200,546 | 1.4% |
| S••••• S•••••••• T• | US LCAP GR ETF | $12.6M | 433,488 | 1.3% |
| V••••••• S••••••••• F•••• | DIV APP ETF | $11.3M | 52,337 | 1.2% |
| A••••••• I•• | CAP STK CL A | $11.1M | 38,603 | 1.2% |
| I•••••• Q•• T• | UNIT SER 1 | $10.7M | 18,458 | 1.1% |
| M•••••••• C••• | COM | $10.6M | 28,591 | 1.1% |
| I•••••• T• | CORE DIV GRWTH | $9.7M | 137,948 | 1.0% |
| I•••••• T• | TRUST ISHARE 0-1 | $8.9M | 81,047 | 0.9% |
| V••••••• W•••••••• F•• | HIGH DIV YLD | $8.8M | 59,390 | 0.9% |
| J• P• M••••• E••••••• T••••• F• | EQUITY PREMIUM | $8.7M | 152,726 | 0.9% |
| S••••• S•••••••• T• | US BRD MKT ETF | $7.5M | 298,432 | 0.8% |
| B••••••• I•• | COM | $7.4M | 23,924 | 0.8% |
| J• P• M••••• E••••••• T••••• F• | MUNICIPAL ETF | $7.2M | 144,615 | 0.8% |
| J• P• M••••• E••••••• T••••• F• | BETABULDRS JAPAN | $7.0M | 101,394 | 0.7% |
| B•••••••• H••••••• I•• D•• | CL B NEW | $6.7M | 14,001 | 0.7% |
| D••••••••• E•• T•••• | US EQUITY MARKET | $6.6M | 93,212 | 0.7% |
| G•••••• S•••• E•• T• | ACTIVEBETA US LG | $6.3M | 50,688 | 0.7% |
| V••••••• W•••• F• | HEALTH CAR ETF | $6.2M | 22,942 | 0.7% |
| A••••• C•• I•• | COM | $6.2M | 29,708 | 0.7% |
| A••••••• C•••• E•• T• | US SML CP VALU | $6.0M | 53,871 | 0.6% |
| J• P• M••••• E••••••• T••••• F• | U S TECH LEADERS | $5.3M | 66,460 | 0.6% |
| S••••• S•••••••• T• | FUNDAMENTAL US L | $5.3M | 189,211 | 0.6% |
Changes between the last two quarters
- Mar 31, 2026 CVA Family Office, LLC increased V••••••• I•••• F•• 2,999 -> 5,065 shares ($1,463,112 -> $2,212,393) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased Energy Transfer L P 5,435 -> 147,246 shares ($89,619 -> $2,841,857) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased V••••••• I•••• F•• 30,725 -> 40,654 shares ($10,301,121 -> $13,042,126) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased D••••••••• E•• T•••• 650,317 -> 831,776 shares ($30,434,819 -> $37,529,743) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased D••••••••• E•• T•••• 53,810 -> 107,145 shares ($1,752,581 -> $3,627,945) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased S••••• S•••••••• T• 374,098 -> 509,567 shares ($13,489,965 -> $19,496,024) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased V••••••• T••••••••• F•• 147,131 -> 200,546 shares ($9,191,303 -> $12,850,994) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased V••••••• I•••• F•• 30,725 -> 40,654 shares ($10,301,121 -> $13,042,126) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased D••••••••• E•• T•••• 53,810 -> 107,145 shares ($1,752,581 -> $3,627,945) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased S••••• S•••••••• T• 374,098 -> 509,567 shares ($13,489,965 -> $19,496,024) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased V••••••• T••••••••• F•• 147,131 -> 200,546 shares ($9,191,303 -> $12,850,994) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased V••••••• I•••• F•• 2,999 -> 5,065 shares ($1,463,112 -> $2,212,393) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased D••••••••• E•• T•••• 650,317 -> 831,776 shares ($30,434,819 -> $37,529,743) sec.gov
- Mar 31, 2026 CVA Family Office, LLC increased Energy Transfer L P 5,435 -> 147,246 shares ($89,619 -> $2,841,857) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased A••••••• C•••• E•• T• 276,728 -> 357,058 shares ($21,833,843 -> $29,392,999) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased A••••••• C•••• E•• T• 172,004 -> 261,060 shares ($18,696,867 -> $29,181,325) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased I•••••• T• 59,643 -> 76,570 shares ($6,589,983 -> $8,434,213) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased S••••• S•••••••• T• 277,880 -> 374,098 shares ($10,048,124 -> $13,489,965) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased I•••••• T• 60,730 -> 116,205 shares ($4,134,507 -> $8,066,985) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased S••••• S•••••••• T• 233,783 -> 403,007 shares ($7,460,018 -> $13,146,077) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased J• P• M••••• E••••••• T••••• F• 26,916 -> 66,286 shares ($2,475,465 -> $5,970,559) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased B•••••••• E•• T•••• I• 217,142 -> 288,464 shares ($11,560,652 -> $15,222,265) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased D••••••••• E•• T•••• 233,910 -> 521,487 shares ($8,834,773 -> $19,832,165) sec.gov
- Dec 31, 2025 CVA Family Office, LLC increased D••••••••• E•• T•••• 483,620 -> 650,317 shares ($22,130,454 -> $30,434,819) sec.gov
- Dec 31, 2025 CVA Family Office, LLC reduced Kinder Morgan Inc Del 106,411 -> 67,692 shares ($3,012,483 -> $1,860,853) sec.gov
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities2show
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 11, 2026Classification changedC•••• V• F••••• O•••••• L••: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction)c•••••••••Inferenceno URL
- Sep 11, 2026Office discoveredCVA Family Office, LLC files Form 13F (name, $869,463,279 in 1290 positions)DiscoveryInferencesec.gov
- Sep 11, 2026Office discoveredC•••• V• F••••• O•••••• L•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence95show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 95 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (19)
+20 v••••••• b••••••• p••••• (5)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,498,011,942)
+8 m••••••••• o•••••
+0 r••• (442)
Mandate confidence
no components; scored 0
Identity confidence
+75 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-02-11 | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | CONSULTING | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,other | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2017-10-27 | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 148 | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":47,"raum_usd":11270749,"fewer_than_5":false},"corporations":{"clients":5,"raum_usd":9606810,"fewer_than_5":false},"charitable_organiza | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Edgar forms | 13F-HR,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Employees | 9 | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1,840 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1,290 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1,299 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1,280 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1,388 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1,289 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $950M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $869M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $777M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $712M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $652M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $632M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Denver, CO | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Denver, CO | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Denver, CO | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Denver, CO | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Denver, CO | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Denver, CO | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Denver, CO | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Legal form | Limited Liability Company | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds advised | 0 | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• accounts | 824 | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• hnw usd | $1.5B | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• usd | $1.5B | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 5 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Team page url | https://c•••••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website | c•••••••••.com | Feb 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |