THIRD DAY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 148121
- Website
- third-day-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.57%
- Charitable Organizations17.54%
- Individuals13.18%
- Corporations / Businesses0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Third Day Capital Management, LLC is a privately owned, independent registered investment adviser that serves individual and family clients. The firm operates on a percentage-of-assets fee model and positions itself as a capital allocator: its practice combines discretionary portfolio management with financial planning and selection of outside advisers. Service lines include portfolio management for individuals and small businesses, separate account management for institutional or business clients, and periodic publications or newsletters for clients and prospects. Investment posture is tilted toward fixed-income, with a particular emphasis on state and local bonds. The firm identifies as an active ESG investor, incorporating environmental, social or governance factors into its research and manager-selection processes. That fixed-income focus, combined with active ESG screening and the ability to allocate to third‑party managers, signals a conservative core approach supplemented by selective external strategies.
Assets & Accounts
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
- State & Local Bonds100%
Contacts
1 of 1MARK SCHUMACHER
Founder & PresidentCRD 2723008
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
- 4600 S Syracuse St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
5280 CAPITAL
RIADENVER, CO
HAYKIN WEALTH MANAGEMENT, CORP
RIADENVER, CO
GRANDERSON WEALTH MANAGEMENT GROUP INC
RIADENVER, CO
NEQUIT WEALTH & INVESTMENT MANAGEMENT, LLC
RIADENVER, CO
PRIVATE CLIENT WEALTH ADVISORS, LLC
RIADENVER, CO
STRONGHAVEN CAPITAL LLC
RIADENVER, CO