CLASS VI FAMILY OFFICE, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 285035
- Registered since
- October 27, 2017
- Website
- www.classvipartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.6%
- Individuals0.75%
- Corporations / Businesses0.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Class VI Family Office, LLC is an independent, SEC‑registered RIA organized as an LLC and positioned as a multi‑service family office and capital allocator. The firm serves high‑net‑worth individuals and families as well as institutional clients, and provides financial planning and portfolio management for individuals and small businesses. Its business models include percentage‑of‑AUM and fixed‑fee arrangements. The firm also acts in sponsor/GP and managing‑member roles for pooled investment vehicles, indicating it both allocates to third‑party managers and can originate or operate private investment vehicles on behalf of clients. Class VI does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities18%
- State & Local Bonds14%
- Cash & Cash Equivalents10%
- Private Funds6%
Contacts
3 of 9Benjamin Krapfl
Associate AdvisorCRD 7954226
Luke McCaslin
Wealth Client AdvisorCRD 6311998
Julia Getty
Associate Wealth AdvisorCRD 7737077
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 350Active vs passive
$737M in ETFs
63%
$466M
34%
$271M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $66.1M | 1,351,127 | 8.97% |
Location
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
- 255 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
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