Aveo Capital Partners is an investment advisor in Englewood with $1.31 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
274981131
SEC advisor number
801-72359
FINRA CRD number
157728
AUM ?
$1.31 bn
(as of 6 Apr 23)
Accounts
3,791
(as of 6 Apr 23)
Employees
23
(18 investment advisory or research)
Address
Aveo Capital Partners
6400 S. FIDDLERS GREEN CIRCLE
SUITE 350
GREENWOOD VILLAGE
CO 80111
6400 S. FIDDLERS GREEN CIRCLE
SUITE 350
GREENWOOD VILLAGE
CO 80111
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
303.552.0945
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Aveo Capital Holdings, LLC | Member | 04/2011 | 50-75% |
Tinney, Keys, Ericson | Manager | 04/2011 | < 5% |
Tinney, Keys, Ericson | Managing Member | 02/2011 | > 75% |
Aca Holdings, LLC | Member | 12/2011 | 25-50% |
Beermann, Michael, Walter | Managing Member | 12/2011 | 25-50% |
Rorick, Brian, Patrick | Managing Member | 12/2011 | 25-50% |
Ria Holdings, LLC | Member | 09/2012 | 10-25% |
Henderson, Patrick, Sean | Member | 09/2012 | > 75% |
Armstrong, Andy, John | Chief Compliance Officer | 05/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22