Stronghaven Capital LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 331659
- Website
- strong-haven.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.78%
- Individuals14.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stronghaven Capital LLC is an independent, Colorado-registered advisory firm organized as an LLC and owned by an individual principal. Its client focus is individuals and families; the firm delivers financial planning and discretionary portfolio management for individuals, small businesses, and business/institutional clients. Compensation is through a combination of percentage-of-AUM and fixed fees. Stronghaven does not identify as an ESG investor, is not structured as a multi-state adviser, and is not a capital allocator in the sense of running an allocation-only business. The firm lists roles that go beyond typical advisory work: it has acted as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles, indicating experience launching or managing private investment vehicles alongside its advisory practice.
Assets & Accounts
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 Funds70%
- Exchange Traded Equities25%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 201 Milwaukee St
- Time zone
- MT (UTC-7)
- Office locations
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