Boulder Asset Management

Overview

Boulder Asset Management is a privately owned advisory firm, SEC-registered since 1991, that focuses on portfolio management for individuals and small businesses. The firm charges a mixture of percentage-of-AUM and fixed fees and concentrates client relationships on high-net-worth individuals and families. Investment activity centers on public equities delivered primarily through separate managed accounts; the firm does not identify as an active ESG investor and is not registered as a multi-state adviser. The manager’s stated preference is equities, and their operating model appears built around customized, account-level management rather than pooled vehicles. That setup supports tax-aware decisions and position-level tailoring for the firm’s relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices