Wazee Street Capital Management LLC

RIASEC Registered
Total AUM
$203M
Discretionary
$203M
100% of AUM
Avg account
$50.8M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
159165
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wazee Street Capital Management LLC is a limited liability company that operates as a private equity fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2021) and provides portfolio management for pooled investment vehicles. Its fee arrangements include assets-under-management charges alongside performance-based fees and other fee types. Wazee Street serves as a sponsor/GP and managing member for pooled vehicles and is listed with roles as a CPO or CTA where applicable. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Robert Collins

    Robert Collins

    Founder, President and Chief Investment OfficerCRD 3160775

  • John Blue

    Chief Compliance OfficerCRD 4696393

Wealth teams

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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

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

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

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
8101 E Prentice Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth