Stronghaven Capital LLC

RIAState Registered
Total AUM
$19M
Discretionary
$19M
100% of AUM
Avg account
$19M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
Denver, Colorado
CRD number
331659
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI85.78%
  • Individuals14.22%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stronghaven Capital LLC is an independent, Colorado-registered advisory firm organized as an LLC and owned by an individual principal. Its client focus is individuals and families; the firm delivers financial planning and discretionary portfolio management for individuals, small businesses, and business/institutional clients. Compensation is through a combination of percentage-of-AUM and fixed fees. Stronghaven does not identify as an ESG investor, is not structured as a multi-state adviser, and is not a capital allocator in the sense of running an allocation-only business. The firm lists roles that go beyond typical advisory work: it has acted as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles, indicating experience launching or managing private investment vehicles alongside its advisory practice.

Assets & Accounts

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 70%, Exchange Traded Equities 25%, Cash & Cash Equivalents 5%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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
201 Milwaukee St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth