PROPOLIS CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$416K
Discretionary
$416K
100% of AUM
Avg account
$416K
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
STEAMBOAT SPRINGS, Colorado
CRD number
135574
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Propolis Capital Management is a small, privately held hedge fund manager that provides portfolio management for pooled investment vehicles. The firm serves institutional clients and charges both a percentage-of-AUM fee and performance-based fees. It is organized as an LLC, operates as a single-adviser hedge fund manager rather than a capital allocator, and is not designated as an ESG investor, pension consultant, multi-state adviser, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • BRIDGET BOEHM

    Chief Compliance OfficerCRD 6399042

Contacts

1 of 1
  • STEVEN SOUTHWORTH

    PresidentCRD 1095610

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STEAMBOAT SPRINGS, CO

ROUTT

Location

STEAMBOAT SPRINGS, CO

Headquartered in STEAMBOAT SPRINGS, CO, anchoring the Steamboat Springs-Craig, CO metro in the West.

Metro area
Steamboat Springs-Craig, CO
Region
West
County
ROUTT
Address
1901 Pine Grove Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth