CIRRUS OIL & GAS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
328721
Registered since
June 26, 2024

Firm profile

FINTRX

Overview

Cirrus Oil & Gas LLC is a small, recently registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm is owned by an individual and is classified as an unclassified adviser operating under the industry affiliation “Other Investment Adviser.” It is not a multi‑state adviser, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm does not appear to operate as a broad capital allocator; its public footprint centers on managing or advising a single private investment vehicle rather than running a diversified advisory platform for retail clients. The available data show no retail or institutional advisory client relationships outside the private fund structure. That positioning implies a manager set up to oversee one discrete investment vehicle rather than a traditional RIA offering model portfolios or wrap accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

3 of 3
  • Cynthia Welch

    Founding PartnerCRD 7864441

  • Kristopher Johnson

    Founding PartnerCRD 7864443

  • Justin Martinez

    Founding PartnerCRD 7864442

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
1040 S Gaylord St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth