SEASON INVESTMENTS, LLC
Firm details
- Headquarters
- COLORADO SPRINGS, Colorado
- CRD number
- 158070
- Registered since
- June 12, 2020
- Website
- seasoninvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI60.04%
- Pooled Investment Vehicles28.38%
- Individuals11.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Season Investments, LLC is an independent registered investment adviser that positions itself as an active capital allocator for both high-net-worth individuals and institutional clients. The firm is SEC‑registered and engages in financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Its fee schedule includes percentage‑of‑AUM fees, fixed fees and performance‑based fees, a mix that supports both traditional advisory mandates and incentive arrangements commonly used for alternative investments. Season Investments does not identify as an active ESG investor and is not designated as a multi‑state adviser. Investment activity centers on blended portfolios using public funds for core exposure supplemented by allocations to manager‑run alternative strategies and private capital. The firm acts as a selector of outside managers, indicating a model that combines in‑house portfolio construction with third‑party manager diligence and oversight.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Private Funds12%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1DAVID HOULE
Chief Compliance OfficerCRD 5763948
Contacts
2 of 2LOGAN HAAG
Director of OperationsCRD 5485985
ELLIOTT ORSILLO
Director of InvestmentsCRD 5345898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLORADO SPRINGS, CO
EL PASO
Location
COLORADO SPRINGS, CO
Headquartered in COLORADO SPRINGS, CO, in the West of the United States.
- Region
- West
- County
- EL PASO
- Address
- 102 S Tejon St
- Time zone
- MT (UTC-7)
- Office locations
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