Primark Advisors, LLC

RIASEC RegisteredEst. 2020
Total AUM
$451M
Discretionary
$451M
100% of AUM
Avg account
$451M
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, Fixed Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Primark Advisors, LLC is a limited liability company registered with the SEC in 2020 and operates as an institutional registered investment adviser. The firm’s stated client focus is institutional investors and its primary advisory activity is portfolio management for investment companies, which implies management of registered pooled vehicles or similar institutional mandates. Ownership is listed as a domestic entity/individual structure. Primark bills on a combination of percentage-of-AUM and fixed-fee arrangements. The firm’s disclosures note it does not identify as an active ESG investor, is not a multi-state adviser, does not act as a pension consultant, and is not characterized as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Elizabeth Anth

    Elizabeth Anth

    Chief Compliance OfficerCRD 2942037

  • Michael Bell

    Michael Bell

    CEOCRD 4103989

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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