1888 INVESTMENTS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$174M
Accounts
34
Employees
13
Advisory reps
6

Firm details

Headquarters
DENVER, Colorado
CRD number
312491
Registered since
March 11, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.11%
  • Corporations / Businesses0.8%
  • HNWI0.09%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

1888 Investments, LLC is an SEC-registered investment manager organized as an LLC and first registered in 2021. The firm combines hedge fund and private equity capabilities and describes itself as a multifaceted fund manager that also operates in commodity trading (CPO/CTA). Its client base includes high‑net‑worth individuals and families as well as institutional investors. Advisory services span direct portfolio management for individuals, pooled investment vehicles, and institutions, plus the selection of third‑party advisers. The firm charges both a percentage of assets under management and performance‑based fees. It does not identify as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • CHRISTOPHER WELKER

    President, COOCRD 2952590

  • CHRISTOPHER DRIES

    Chief Investment OfficerCRD 2279604

  • Kevin Taylor

    Chief Compliance OfficerCRD 7432956

Contacts

3 of 3
  • Sarah Murphy

    Assistant TreasurerCRD 7846328

  • KELLY WAPP

    TreasurerCRD 4967886

  • DAVID MAY

    PresidentCRD 7530546

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$102M in ETFs

Passive

100%

$102M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS)State StreetPassiveShort Government$50.8M1,740,10050.00%

Location

Primary office

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
1401 Lawrence St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth