Harrison Street Private Wealth LLC

RIASEC RegisteredEst. 2011
Total AUM
$4.1B
Discretionary
$4.1B
100% of AUM
Avg account
$591M
Accounts
7
Employees
35
Advisory reps
6

Firm details

Headquarters
Denver, Colorado
CRD number
143857
Registered since
September 1, 2011
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.97%
  • Pooled Investment Vehicles0.03%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Harrison Street Private Wealth LLC is an institutional registered investment adviser organized as an LLC that functions as a capital allocator to institutional clients. The firm charges fees as a percentage of assets under management and operates with roles that include commodity pool operator/commodity trading advisor responsibilities and selection of external managers. Its advisory work spans portfolio management for investment companies and pooled investment vehicles, and it also sponsors and manages pooled vehicles. The firm does not identify as an active ESG investor and its client base is institutional.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 5
  • Mark Quam

    Mark Quam

    CEOCRD 2336106

  • Casey Frazier

    Casey Frazier

    Chief Investment OfficerCRD 4603348

  • Jillian Varner

    Jillian Varner

    Chief Compliance OfficerCRD 6087576

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Contacts

1 of 1
  • William Fuhs

    William Fuhs

    ​President and FounderCRD 2373777

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

FINTRX

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
5050 S Syracuse St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth