Harrison Street Private Wealth LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 143857
- Registered since
- September 1, 2011
- Website
- versuscapital.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.97%
- Pooled Investment Vehicles0.03%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Harrison Street Private Wealth LLC is an institutional registered investment adviser organized as an LLC that functions as a capital allocator to institutional clients. The firm charges fees as a percentage of assets under management and operates with roles that include commodity pool operator/commodity trading advisor responsibilities and selection of external managers. Its advisory work spans portfolio management for investment companies and pooled investment vehicles, and it also sponsors and manages pooled vehicles. The firm does not identify as an active ESG investor and its client base is institutional.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Mark Quam
CEOCRD 2336106

Casey Frazier
Chief Investment OfficerCRD 4603348

Jillian Varner
Chief Compliance OfficerCRD 6087576
Contacts
1 of 1
William Fuhs
President and FounderCRD 2373777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 5050 S Syracuse St
- Time zone
- MT (UTC-7)
- Office locations
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