325 FILLMORE LLC

RIASEC RegisteredEst. 2017
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$104M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
287625
Registered since
April 5, 2017
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

325 Fillmore LLC is a privately organized limited liability company that registered with the SEC in 2017 and caters to institutional clients. The firm charges fees as a percentage of assets under management and is identified in the data as an "Other Investment Adviser." It is not flagged as an active ESG investor, is not a multi-state adviser, and the dataset does not classify it as a capital allocator. Ownership is recorded as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD GROVE

    Chief Compliance OfficerCRD 2237020

Contacts

1 of 1
  • SANJAI BHONSLE

    Partner, Portfolio ManagerCRD 6776983

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
100 Fillmore St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth