Rubicon Technology Management L.l.c. is a financial advisory firm based in Boulder, Colorado. It currently has approximately $3,804,093,548 of assets under management and employs about 24 people. Rubicon Technology Management L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.

Crestone Asset Management LLC, established in 2001, is a full-service wealth management firm specializing in investment advisory services for ultra-high-net-worth clients and families. As a subsidiary of Pathstone Family Office, Crestone offers services such as asset allocation, portfolio construction, and investment selection. Clients can opt for Family Office Client Services, Investment Advisory Client Services, Pre-Transaction Client Services, Family Foundation Services, or Partnership Investor Services. Crestone tailors its services based on each client's needs, creating customized Investment Policy Statements (IPS) to guide investment decisions. Clients have the option to grant limited discretion over their accounts, allowing Crestone to manage investments within agreed-upon parameters. Crestone's investment philosophy focuses on diversification among asset classes and investment managers to reduce risk and increase returns. The firm offers socially responsible investing options and emphasizes disciplined investment processes. Crestone charges fees based on a percentage of assets under management, with minimum annual fees varying based on the service provided. Clients have access to detailed quarterly reporting and account reviews. Crestone does not receive compensation for client referrals and does not participate in wrap fee programs. The firm does not have any disciplinary events to disclose and acts as a fiduciary to its clients. Clients have custody of their assets held in brokerage accounts, with qualified custodians sending account statements directly to clients. Crestone does not have authority to vote on client securities and does not receive soft dollar benefits from broker-dealers. Clients can choose their broker-dealer for securities transactions. Crestone provides detailed information on investment discretion, financial industry activities, and investment strategies to ensure transparency and client understanding.

Vision Ridge Partners, LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $3,209,421,465 of assets under management and employs about 27 people. Vision Ridge Partners, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.

Colorado Financial Management LLC, previously known as Sargent Bickham Lagudis LLC, is a registered investment adviser established in March 1999. The firm specializes in providing investment advisory services and financial planning to various clients, including individuals, businesses, trusts, and charitable organizations. Clients can engage the firm for discretionary and/or non-discretionary services on a fee-only basis. The firm's annual investment advisory fee ranges from 1.00% to 1.25% based on managed assets. Additionally, clients may request financial planning and consulting services on a stand-alone basis at an hourly or fixed rate. The firm follows a fiduciary responsibility for retirement accounts, acting in the best interest of clients. Investment strategies include long-term purchases, short-term purchases, trading, margin transactions, and options. The firm may recommend the use of margin and options strategies, which involve inherent risks. Clients are encouraged to review their accounts annually, and the firm provides regular account statements and performance reports. The firm has not been subject to disciplinary actions and does not accept compensation from the sale of securities. Clients have the option to engage the firm on a discretionary basis, granting full authority over investment transactions. Proxy voting is conducted for a limited number of clients, and the firm votes proxies in accordance with its Proxy Voting Policy. The firm does not solicit fees in advance exceeding $1,200 per client. Overall, Colorado Financial Management LLC offers personalized investment services with a focus on transparency and client satisfaction.

Woodbourne Capital Management International LP is a Delaware limited partnership established in February 2007, specializing in providing discretionary investment advice to private investment funds focused on global real estate-related securities and private equity investments. The firm manages approximately $1,981,877,000 in regulatory assets under management as of December 31, 2024. Clients typically have a minimum investment requirement ranging from $1,000,000 to $10,000,000, subject to the discretion of the general partner. Woodbourne charges management and incentive fees, deducted quarterly in advance and upon profit realization, respectively. The firm does not participate in wrap fee programs. Investment strategies include real estate opportunities with a focus on long-term capital appreciation. Woodbourne discloses risks associated with real estate investments, development, construction, property income volatility, leverage, and regulatory changes. The firm has a Code of Ethics, provides quarterly performance reports to clients, and exercises discretionary authority over client accounts. Woodbourne may vote on client securities and maintains custody of client assets with qualified custodians. The firm does not compensate for client referrals and is financially stable.

The Millstone Evans Group, LLC is a registered investment adviser established in March 2020, offering discretionary and non-discretionary portfolio management and financial planning services. The firm's principal owners are Ms. Sacha Millstone and Mr. Gregory Evans. They provide investment management services through the Millstone Evans Wrap Program, offering discretionary investment management services for a specified annual fee, inclusive of trade execution, custody, reporting, and investment management fees. The annual Program fee ranges up to 1.25% of assets placed into the Program. Clients have the option to engage the Adviser on a non-wrap fee basis, with fees based on a percentage of assets under management, generally up to 1.25%. The Adviser acts as the portfolio manager for the Program, providing ongoing monitoring and review of account performance. Clients can impose restrictions on the Adviser's services and are encouraged to communicate any changes in their financial situation or investment objectives. The firm also offers financial planning and consulting services, with fees inclusive of the advisory fee. Clients have access to the Adviser's investment professionals to discuss their accounts. The Adviser may recommend allocating assets among unaffiliated independent investment managers based on client objectives. Clients can participate in managed programs through Raymond James & Associates, Inc., such as the Freedom Program and the Raymond James Trust Program. The firm emphasizes the importance of ongoing financial planning and provides services on a non-wrap fee basis as well.

Meridian Wealth Management is a registered investment advisor offering discretionary asset management services through a program account tailored to individual client needs. The firm engages in detailed discussions with clients to understand their financial situation, goals, risk tolerance, and investment objectives. Clients' accounts are managed using various investment types, including mutual funds, ETFs, individual stocks and bonds, and options. Clients are required to establish a program account at LPL Financial, the custodian for the assets. Meridian charges a maximum annual advisory fee of 3%, based on the account's market value, which is negotiable. Fees are billed quarterly in advance and are assessed on all assets held in client accounts, including cash and cash equivalents. The firm only manages assets under a discretionary mandate and does not offer non-discretionary services. Meridian also utilizes third-party investment advisory firms to aid in portfolio management, conducting due diligence and ongoing reviews of their performance. Clients have access to quarterly performance reports and account statements, and the firm does not have custody of client funds or securities. Meridian operates on a discretionary basis, managing accounts without obtaining client consent for each trade. Clients are encouraged to contact their advisory representative with any questions regarding their program account.

Black Swift Group, LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $392,073,925 of assets under management and employs about 10 people. Black Swift Group, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Financial Steward Associates, LLC, is a Registered Investment Adviser based in Boulder, CO. Established in March 2001, the firm specializes in providing comprehensive financial planning services rather than investment management. Led by Marion Steward, the Chief Compliance Officer, the firm focuses on engaging clients in discussions about their financial goals, offering strategies for estate planning, income tax, wealth transfer, and more. They collaborate with clients' other advisors to ensure a coordinated effort towards achieving financial objectives. The firm offers financial planning services for a separate fee, which can be negotiated based on individual circumstances. Financial Planning fees range from $2,500 to $10,000 for fixed fees, and hourly fees are $350/hour. Clients have the right to decline implementation of advice provided. Financial Steward Associates does not engage in performance-based fees and works with individuals and high net-worth individuals only. The firm's investment strategies involve modular Financial Plans and hourly consulting, utilizing risk tolerance questionnaires, Monte Carlo analysis, and modern portfolio theory. Clients are made aware of the risks associated with various investments, including market risk, foreign securities and currency risk, and interest rate risk. The firm does not manage client accounts or have custody of client funds, and they do not vote proxies on behalf of clients. Financial Steward Associates does not accept compensation for client referrals and has no disciplinary items to report.