SATURN FIVE ADVISORS LLC

RIASEC RegisteredEst. 2022
Total AUM
$556M
Discretionary
$556M
100% of AUM
Avg account
$26.5M
Accounts
21
Employees
21
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
322348
Registered since
November 1, 2022
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Saturn Five Advisors LLC is a privately held investment adviser focused on managing pooled private investment vehicles for institutional clients. The firm, organized as an LLC and registered with the SEC in 2022, positions itself primarily as a manager of private equity vehicles and related pooled structures. Its advisory activity centers on portfolio management for those pooled vehicles, and it acts in sponsor and general partner roles for limited partnerships and other pooled investment formats. Fee arrangements include percentage-of-AUM fees alongside fixed fees and other fee structures, reflecting a mix of traditional private-fund economics and bespoke client arrangements. Saturn Five does not identify as an active ESG investor and operates as a single-state adviser under its current filings.

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

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Client base

Client personas

Owners & executives

1 of 1
  • Andrew Walker

    CFOCRD 8064524

Contacts

1 of 1
  • Maxwell Anderson

    Co-FounderCRD 7541315

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
4704 Harlan St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth