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| Authentic Counsel LLC
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| |
|---|---|
| CRD # | 173306 |
| SEC # | 801-127787 |
| CIK # | |
| AUM | $121.7 MM (2024-08-01) |
| Employees | 7 (71% Investors, 14% Brokers) |
| Phone | 972-719-2557 |
| Address | 8310 South Valley Highway Englewood, CO 80112 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Solomon Fund I LP | [2023-12-04] | 1.2 | 5.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 29.5 |
| (b) Individuals (high net worth individuals) | 75 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 820 | 121.7 |
| By Discretionary | ||
| Discretionary | 809 | 120.7 |
| Non-Discretionary | 11 | 0.9 |
| Total | 820 | 121.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.6 | |
| Total | 820 | 121.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Chad Frantzen | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Uwharrie Investment Advisors Inc
✚
|
NC | 0.2 |
|
OceanIQ Capital LLC
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|
CA | 0.2 |
|
Emerson Equity LLC
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CA | 0.2 |
|
SF Advisors LLC
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MA | 0.2 |
|
Colarion LLC
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|
AL | 0.1 |
|
Kruse Asset Management LLC
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|
IL | 0.1 |
|
33 Capital Management LLC
✚
|
CT | 0.1 |
|
CJ Capital Management LLC
✚
|
MO | 0.0 |
|
TBP Advisors Ltd
✚
|
NY | 0.0 |
|
Loop Capital Advisors LLC
✚
|
IL | 0.0 |