Semper Augustus Investments Group LLC
Firm details
- Headquarters
- Highlands Ranch, Colorado
- CRD number
- 108153
- Registered since
- October 26, 1998
- Website
- www.semperaugustus.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI70.62%
- Charitable Organizations15.38%
- Pooled Investment Vehicles6.01%
- Corporations / Businesses6.01%
- Individuals1.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Semper Augustus Investments Group LLC is an SEC-registered investment adviser (registered in 1998) organized as an LLC and operated by an individual owner. The firm is classified as a hedge fund and serves both individuals and families as well as institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Compensation is charged as a percentage of assets under management with performance-based fees. Semper Augustus does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Christopher Bloomstran
President and Chief Investment OfficerCRD 3154454
Contacts
1 of 1
Chad Christensen
PartnerCRD 2866795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$3M in ETFs
100%
$3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $1.9M | 24,063 | 63.44% |
Location
Highlands Ranch, CO
Douglas
Location
Highlands Ranch, CO
Headquartered in Highlands Ranch, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 200 Plaza Dr
- Time zone
- MT (UTC-7)
- Office locations
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