SEASON INVESTMENTS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$160M
Discretionary
$160M
100% of AUM
Avg account
$558K
Accounts
286
Employees
3
Advisory reps
3

Firm details

Headquarters
COLORADO SPRINGS, Colorado
CRD number
158070
Registered since
June 12, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI60.04%
  • Pooled Investment Vehicles28.38%
  • Individuals11.58%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Season Investments, LLC is an independent registered investment adviser that positions itself as an active capital allocator for both high-net-worth individuals and institutional clients. The firm is SEC‑registered and engages in financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Its fee schedule includes percentage‑of‑AUM fees, fixed fees and performance‑based fees, a mix that supports both traditional advisory mandates and incentive arrangements commonly used for alternative investments. Season Investments does not identify as an active ESG investor and is not designated as a multi‑state adviser. Investment activity centers on blended portfolios using public funds for core exposure supplemented by allocations to manager‑run alternative strategies and private capital. The firm acts as a selector of outside managers, indicating a model that combines in‑house portfolio construction with third‑party manager diligence and oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 68%, Private Funds 12%, Exchange Traded Equities 9%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 2%, Other 1%68%
  • Public Funds/Mutual Funds68%
  • Private Funds12%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • DAVID HOULE

    Chief Compliance OfficerCRD 5763948

Contacts

2 of 2
  • LOGAN HAAG

    Director of OperationsCRD 5485985

  • ELLIOTT ORSILLO

    Director of InvestmentsCRD 5345898

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COLORADO SPRINGS, CO

EL PASO

Location

COLORADO SPRINGS, CO

Headquartered in COLORADO SPRINGS, CO, in the West of the United States.

Region
West
County
EL PASO
Address
102 S Tejon St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth