Vault-13

Managers in Lone Tree, CO

United States · 495 asset managers within 25 km (5 in Lone Tree itself) · 346 wealth managers, banks and others

Lone TreeDenverLittletonBroomfieldArvadaGoldenLouisvilleErieBoulderNiwot
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Denver, CO 387 · Englewood, CO 65 · Littleton, CO 30 · Aurora, CO 6 · Broomfield, CO 6 · Parker, CO 4 · Castle Rock, CO 4 · Golden, CO 4 · Arvada, CO 3 · Evergreen, CO 2 · Westminster, CO 1 · Brighton, CO 1

Asset managers in and around Lone Tree

#Manager People here Assets Visa salary
201 GALLATIN RIVER CAPITAL LLC Littleton about 1main office
202 SCIRE FUND III GP, LLC Denver about 1main office
203 SCSC ADVISORS, LLC Denver 1
204 SMARTPATH ADVISORS Littleton 1
205 USI SECURITIES, INC. Denver 1
206 TECHSTARS venture · Denver 1
207 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Denver ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
208 Summit Global Investments hedge funds, mutual funds · Englewood $2.3bn office $2.3bn
209 SEARCH FUND ACCELERATOR, LLC private equity, venture · Denver $298.9m office $298.9m
210 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Denver GOLDMAN SACHS & CO. LLC, GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn office $2.6tn
211 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Denver EDWARD JONES · 4 related pages $1.0tn office $1.0tn
212 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Denver NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
213 ENVESTNET ASSET MANAGEMENT INC institutions, wealth · Denver ENVESTNET ASSET MANAGEMENT INC · 2 related pages $614.9bn office $614.9bn
214 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Denver TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
215 Fisher Asset Management, LLC wealth · Englewood FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
216 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Englewood COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
217 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Denver Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
218 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Englewood, Denver Thrivent Investment Management Inc · 5 related pages $128.7bn 2 offices $128.7bn
219 OSAIC HOLDINGS, INC. private equity, wealth · Englewood Osaic Advisory Services, LLC · 6 related pages $85.1bn office $85.1bn
220 Canadian Imperial Bank of Commerce wealth, bank or insurer · Denver CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
221 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO asset owner · Denver $28.9bn based here $28.9bn
222 ALLSTATE CORP structured credit, wealth · Littleton, Denver ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 4 offices $26.5bn
223 SHEPHERD KAPLAN KROCHUK, LLC private equity, venture, real estate, institutions and 2 more · Englewood Peak Capital Management LLC, Shepherd Kaplan, LLC · 4 related pages $10.9bn office $10.9bn
224 NORTHWOOD INVESTORS LLC real estate · Denver $9.0bn office $9.0bn
225 Donor Advised Charitable Giving, Inc. Lone Tree $4.5bn based here $4.5bn
226 RCF Management L.L.C. private equity · Denver $1.8bn office $1.8bn
227 Transform Wealth, LLC Littleton $1.7bn based here $1.7bn
228 MADRONE ADVISORS, LLC Denver $1.4bn based here $1.4bn
229 Ophir Asset Management Pty Ltd futures · Denver $1.3bn office $1.3bn
230 Consolidated Investment Group LLC Englewood $1.2bn · visa salary $77,500 based here $1.2bn $77,5004 filings
231 CVA Family Office, LLC Denver $1.1bn based here $1.1bn
232 Morgan Stanley Institutional Investment Advisors LLC Littleton $1.1bn based here $1.1bn
233 First Ascent Asset Management, LLC Denver $892.4m based here $892.4m
234 PRINCETON FUND ADVISORS, LLC mutual funds · Denver $780.0m office $780.0m
235 Heirloom Wealth Management Littleton $690.0m based here $690.0m
236 Maia Wealth LLC Denver $677.2m based here $677.2m
237 Crusonia Wealth Advisors LLC Denver $608.9m based here $608.9m
238 Kozak & Associates, Inc. Littleton $576.1m based here $576.1m
239 Ratio Wealth Group Denver $536.9m based here $536.9m
240 Paragon Capital Management Ltd Denver $528.0m based here $528.0m
241 Dechtman Wealth Management, LLC Englewood $517.4m based here $517.4m
242 JFG Wealth Management, LLC Denver $510.6m based here $510.6m
243 JPL Wealth Management, LLC Littleton $503.8m based here $503.8m
244 Uniting Wealth Partners, LLC Denver $492.5m based here $492.5m
245 JANICZEK WEALTH MANAGEMENT, LLC Denver $477.1m based here $477.1m
246 Dodds Wealth, LLC Littleton $444.6m based here $444.6m
247 Peak Planning Group, LLC Englewood $443.1m based here $443.1m
248 GILL CAPITAL PARTNERS, LLC Denver $377.5m based here $377.5m
249 Impact Capital Partners LLC Littleton $366.5m based here $366.5m
250 Owl Creek Wealth Partners LLC Denver $341.8m based here $341.8m

495 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.