LAPIS ADVISERS, LP
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 153710
- Registered since
- July 29, 2010
- Website
- lapisadvisers.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lapis Advisers, LP is organized as a limited partnership and operates as a private equity fund manager that primarily serves institutional clients. The firm has been SEC-registered since 2010 and is owned by a mix of a domestic entity and individuals. Its advisory mandate centers on managing pooled investment vehicles and providing portfolio management services for businesses or institutional investors. Lapis serves as sponsor, general partner and managing member of its pooled vehicles rather than acting as a pure capital allocator. It does not identify as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1FRANK CHAVEZ
Chief Financial Officer & Chief Compliance OfficerCRD 4824774
Contacts
2 of 2BARBARA TERRELL
Managing PrincipalCRD 6289217
KJERSTIN HATCH
Managing Principal, FounderCRD 2770247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 811 E 17th Ave
- Time zone
- MT (UTC-7)
- Office locations
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