First Ascent Asset Management is an investment advisor in Denver with $1.37 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474914635
SEC advisor number
801-113358
FINRA CRD number
281470
AUM ?
$1.37 bn
(as of 24 Apr 23)
Accounts
4,897
(as of 24 Apr 23)
Employees
12
(3 investment advisory or research)
Address
First Ascent Asset Management
1512 LARIMER ST.
SUITE 1050
DENVER
CO 80202
1512 LARIMER ST.
SUITE 1050
DENVER
CO 80202
Office hours
Monday - Friday, 8:00 - 5:00
Phone
720-465-7910
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mackillop, Scott, Andrew | Chief Executive Officer | 03/2023 | < 5% |
Garcia, Karen, Louise | Chief Operating Officer and Chief Compliance Officer | 03/2023 | < 5% |
Krulik, Patrick, James | Chief Investment Officer | 03/2023 | < 5% |
Geowealth LLC | Owner | 03/2023 | > 75% |
Geowealth Enterprises, LLC | Member | 03/2018 | > 75% |
Geowealth Holdings, LLC | Member | 12/2004 | > 75% |
L.G. O'shaughnessy Trust, Fbo Gerald E. O'shaughnessy | Shareholder | 07/2000 | 25-50% |
the Globe Resources Group Inc. | Member | 12/2004 | > 75% |
Montreaux, Inc | Shareholder | 07/2000 | > 75% |
Phoenix Capital Group, Inc. | Shareholder | 07/2000 | > 75% |
I.a. O'shaughnessy Trust, Fbo Gerald E. O'shaughnessy | Shareholder | 07/2000 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21