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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Authentic Counsel LLC
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| CRD # | 173306 |
| SEC # | 801-127787 |
| CIK # | |
| AUM | $122.3 M (2025-05-27) |
| Employees | 7 (71% Investors, 14% Brokers) |
| Phone | 972-719-2557 |
| Address | 8310 South Valley Highway Englewood, CO 80112 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Solomon Fund I LP | [2023-12-04] | 7.5 | 6.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 29.9 |
| (b) Individuals (high net worth individuals) | 76 | 81.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 6.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 706 | 122.3 |
| By Discretionary | ||
| Discretionary | 692 | 119.9 |
| Non-Discretionary | 14 | 2.4 |
| Total | 706 | 122.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.3 | |
| Total | 706 | 122.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Chad Frantzen | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trademark Capital Management Inc
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|
GA | 0.2 |
|
OceanIQ Capital LLC
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CA | 0.2 |
|
Kruse Asset Management LLC
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IL | 0.1 |
|
Geier Asset Management Inc
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MD | 0.0 |
|
TBP Advisors Ltd
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NY | 0.0 |
|
Private Capital Management Inc
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CA | 0.0 |
|
JD Euroway Capital Partners LLC
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|
0.0 | |
|
CJ Capital Management LLC
✚
|
MO | 0.0 |
|
CornerStone Advisory Corp
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TX | 0.0 |
|
Loop Capital Advisors LLC
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IL | 0.0 |