PLATTE RIVER EQUITY

RIASEC RegisteredEst. 2012
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$100M
Accounts
15
Employees
22
Advisory reps
5

Firm details

Headquarters
DENVER, Colorado
CRD number
160667
Registered since
February 16, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Platte River Equity operates as a limited partnership organized around private equity fund activity and portfolio management for pooled investment vehicles. The firm is SEC-registered (since 2012) and serves an institutional client base. It functions not only as an allocator but also as sponsor, general partner and managing member of pooled vehicles it sponsors, and it reports being an active ESG investor. Its fee arrangements combine asset-based charges with performance-linked compensation and other fee components typical of private fund managers. Ownership is structured as a domestic entity/individual partnership.

Assets & Accounts

Investments & Alternatives

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 5
  • MARK BROWN

    Managing DirectorCRD 7735972

  • ELIZABETH MALDIN

    DirectorCRD 7890286

  • PETER CALAMARI

    Managing DirectorCRD 2912523

Unlock 2 more contacts

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

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
2345 E 3rd Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth