SWEATER INDUSTRIES LLC

RIASEC RegisteredEst. 2022
Total AUM
$16.1M
Discretionary
$16.1M
100% of AUM
Avg account
$8.1M
Accounts
2
Employees
7
Advisory reps
2

Firm details

Headquarters
BOULDER, Colorado
CRD number
317749
Registered since
January 3, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.76%
  • Pooled Investment Vehicles0.24%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sweater Industries LLC is a venture-capital–focused advisory firm organized as an LLC and registered with the SEC in 2022. The firm serves institutional clients and bills on a percentage-of-AUM basis. Its advisory work centers on managing pooled investment vehicles and investment companies rather than acting as a third-party capital allocator. The firm does not describe itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

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

2 of 2
  • Robin Riddell

    Chief Compliance OfficerCRD 8032191

  • Jesse Randall

    CEO and FounderCRD 7473200

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

BOULDER, CO

BOULDER

Location

BOULDER, CO

Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
2000 Central Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth