SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Firm details
- Headquarters
- HIGHLANDS RANCH, Colorado
- CRD number
- 108153
- Registered since
- October 26, 1998
- Website
- www.semperaugustus.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI70.62%
- Charitable Organizations15.38%
- Pooled Investment Vehicles6.01%
- Corporations / Businesses6.01%
- Individuals1.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Semper Augustus Investments Group LLC is a privately held LLC registered with the SEC since 1998 and organized as a hedge-fund style advisory firm serving both high-net-worth individuals and institutional clients. The firm charges asset-based fees and performance fees, and its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and mandated portfolios for institutional or business clients. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1CHRISTOPHER BLOOMSTRAN
President and Chief Investment OfficerCRD 3154454
Contacts
1 of 1CHAD CHRISTENSEN
PartnerCRD 2866795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$3.5M in ETFs
100%
$3.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $2.2M | 23,979 | 63.06% |
Location
HIGHLANDS RANCH, CO
DOUGLAS
Location
HIGHLANDS RANCH, CO
Headquartered in HIGHLANDS RANCH, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DOUGLAS
- Address
- 200 Plaza Dr
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
RIAHIGHLANDS RANCH, CO
ROSEL WEALTH MANAGEMENT, LLC
RIAHIGHLANDS RANCH, CO
CEDARWOOD WEALTH
RIAHIGHLANDS RANCH, CO
LORD AND RICHARDS
RIAHIGHLANDS RANCH, CO
ASSET STRATEGIES GROUP, LLC
RIAHIGHLANDS RANCH, CO
ROOTS FIRST WEALTH MANAGEMENT
RIAHIGHLANDS RANCH, CO