PRIMARK ADVISORS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 309653
- Registered since
- July 6, 2020
- Website
- primarkcapital.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Primark Advisors, LLC is an SEC-registered investment adviser that provides portfolio management services specifically for investment companies. Structured as a limited liability company and registered in 2020, the firm operates with an institutional client focus and charges fees as a percentage of assets under management. Primark is not positioned as an ESG investor, does not act as a multi-state adviser, and does not offer pension consulting. The firm's classification is listed as unclassified and it is not structured as a capital allocator. The advisory mandate is clearly discretionary: the firm manages assets on behalf of its client(s) with authority to implement investment decisions. Given the stated advisory activity—portfolio management for investment companies—Primark’s work likely centers on running pooled vehicles or similar institutional mandates rather than individual retail accounts.
Assets & Accounts
Location & Offices
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
2 of 2MICHAEL BELL
CEOCRD 4103989
Elizabeth Anth
Chief Compliance OfficerCRD 2942037
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
- 250 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
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