CU HEALTHCARE INNOVATION MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AURORA, Colorado
CRD number
307949
Registered since
April 1, 2020

Firm profile

FINTRX

Overview

CU Healthcare Innovation Management, LLC is a privately organized investment manager focused on pooled investment vehicles with an explicit healthcare innovation orientation implied by its name and activity. The firm acts as sponsor, general partner and managing member for its funds, positioning itself as an active manager in venture-style private capital rather than a traditional, client-facing advisory shop. The entity is an LLC that registered with the SEC in 2020 and is structured as a domestic entity with individual ownership interest. It is not classified as a multi-state adviser, pension consultant, or related adviser, and it is not listed as an active ESG investor. CU Healthcare Innovation Management appears to operate primarily through fund sponsorship and GP responsibilities, targeting opportunities where an active manager role—sourcing, diligence, deal execution and portfolio company oversight—is central to value creation. The firm’s public profile centers on managing venture capital vehicles rather than providing broad retail advisory services.

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

1 of 1
  • STEVEN LINDSETH

    General PartnerCRD 1015456

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

AURORA, CO

ADAMS

Location

AURORA, CO

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

Metro area
Denver-Aurora, CO
Region
West
County
ADAMS
Address
12635 E Montview Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

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