LAPIS ADVISERS, LP

RIASEC RegisteredEst. 2010
Total AUM
$789M
Discretionary
$789M
100% of AUM
Avg account
$98.7M
Accounts
8
Employees
12
Advisory reps
3

Firm details

Headquarters
DENVER, Colorado
CRD number
153710
Registered since
July 29, 2010
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

FINTRX

Overview

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

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

1 of 1
  • FRANK CHAVEZ

    Chief Financial Officer & Chief Compliance OfficerCRD 4824774

Contacts

2 of 2
  • BARBARA TERRELL

    Managing PrincipalCRD 6289217

  • KJERSTIN HATCH

    Managing Principal, FounderCRD 2770247

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
811 E 17th Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth