PRIMARK ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$372M
Discretionary
$372M
100% of AUM
Avg account
$372M
Accounts
1
Employees
12
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
309653
Registered since
July 6, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Primark Advisors, LLC is an SEC-registered investment adviser that provides portfolio management services specifically for investment companies. Structured as a limited liability company and registered in 2020, the firm operates with an institutional client focus and charges fees as a percentage of assets under management. Primark is not positioned as an ESG investor, does not act as a multi-state adviser, and does not offer pension consulting. The firm's classification is listed as unclassified and it is not structured as a capital allocator. The advisory mandate is clearly discretionary: the firm manages assets on behalf of its client(s) with authority to implement investment decisions. Given the stated advisory activity—portfolio management for investment companies—Primark’s work likely centers on running pooled vehicles or similar institutional mandates rather than individual retail accounts.

Assets & Accounts

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

Owners & executives

2 of 2
  • MICHAEL BELL

    CEOCRD 4103989

  • Elizabeth Anth

    Chief Compliance OfficerCRD 2942037

Wealth teams

FINTRX

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
250 Fillmore St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth