Empower Capital Management, LLC

RIASEC RegisteredEst. 1996
Total AUM
$78B
Discretionary
$73B
94% of AUM
Avg account
$472M
Accounts
165
Employees
319
Advisory reps
22

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
107272
Registered since
June 28, 1996
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies57.12%
  • Insurance Companies22.19%
  • Pension & Profit Sharing Plans7.13%
  • Pooled Investment Vehicles7.07%
  • State / Municipal Government4.68%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Empower Capital Management, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC since 1996. The firm primarily serves institutional clients and operates as a capital allocator, providing portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. It also performs selection of other advisers and sponsors and manages pooled vehicles in a sponsor/GP capacity. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm is not identified as an active ESG investor and is not positioned as a multi-state or newly formed adviser. Empower maintains multiple industry affiliations that extend its operational footprint beyond pure advisory services; filings list relationships or activities involving a broker-dealer, another investment adviser, a trust company, an insurance company, and sponsorship roles for limited partnerships and pooled vehicles.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Investment Grade Corp Bonds 68%, US Government Bonds 28%, Exchange Traded Equities 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%68%
  • Investment Grade Corp Bonds68%
  • US Government Bonds28%
  • Exchange Traded Equities1%
  • State & Local Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • Jack Brown

    Chief Investment OfficerCRD 2602528

  • Richard Linton

    Richard Linton

    President and COOCRD 2107513

  • Ahmed Abdul-Jaleel

    Chief Compliance Officer and Vice PresidentCRD 8065071

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Contacts

3 of 18
  • Ryan Logsdon

    Vice PresidentCRD 4088802

  • Palak Patel

    Palak Patel

    SecretaryCRD 7665103

  • Olga Zhivnitskaya

    Olga Zhivnitskaya

    CounselCRD 7665306

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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

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

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

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
8515 E Orchard Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

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