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| Corundum Group Inc
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| CRD # | 106490 |
| SEC # | 801-42281 |
| CIK # | 0001987720, 0001486083 |
| AUM | 1,694.3 M (2026-05-11) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 719-228-1080 |
| Address | 1 South Nevada Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3M Co | 14.4 | ||
| Lockheed Martin Corp | 11.5 | ||
| Linde PLC | 7.9 | ||
| Apple Inc | 6.0 | ||
| Microsoft Corp | 4.6 | ||
| SPDR Gold Trust | 4.0 | ||
| Nvidia Corp | 3.0 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| Alphabet Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Corundum KCV LLC | [2026-03-17] | 9.4 M | 9.4 M |
| Offered $9,450,000 · Filed 2025-03-10 (D) · Exemption 506(c) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Corundum Diversified Apartment Fund VI LLC | [2024-03-25] | 22.1 M | 17.2 M |
| Offered $22,090,000 · Filed 2022-10-05 (D/A) · Exemption 506(c) · Minimum $25,000 · Duration One year or less · Net Assets $5,000,001 - $25,000,000 | ||||
| RE | Corundum Real Estate Fund 1 LLC | 2023-03-24 | 10.5 M | |
| RE | Pikeview Opportunity Fund LLC | [2023-03-24] | 6.5 M | 15.5 M |
| Offered $6,450,000 · Filed 2022-09-19 (D) · Exemption 506(b) · Minimum $5,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | Spring Creek Funding LLC | [2023-03-24] | 8.0 M | 9.5 M |
| Offered $7,960,000 · Filed 2022-09-19 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| Other | Corundum Private Debt Fund LLC | [2021-03-23] | 39.9 M | 50.3 M |
| Filed 2022-09-19 (D) · Exemption 506(b) · Minimum $35,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| RE | Corundum Diversified Apartment Fund V LLC | [2020-03-26] | 5.4 M | 4.6 M |
| Offered $5,407,000 · Filed 2022-09-20 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Net Assets $5,000,001 - $25,000,000 | ||||
| PE | Corundum Alternative Income Fund LLC | [2019-03-25] | 6.0 M | 55.4 M |
| Offered $25,000,000 · Filed 2018-05-21 (D) · Exemption 506(b) · Minimum $25,000 · Remaining $19,000,000 · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| RE | Corundum Diversified Apartment Fund IV AI LLC | [2018-03-27] | 3.7 M | 4.7 M |
| Offered $3,725,000 · Filed 2022-09-20 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Net Assets $1 - $5,000,000 | ||||
| RE | Corundum Diversified Apartment Fund IV QP LLC | [2018-03-27] | 15.2 M | 18.8 M |
| Offered $15,250,000 · Filed 2022-09-20 (D) · Exemption 506(c) · Minimum $25,000 · Duration One year or less · Net Assets $5,000,001 - $25,000,000 | ||||
| Other | Corundum Income Fund | [2018-03-27] | 70.0 M | 94.9 M |
| Filed 2022-09-19 (D) · Exemption 506(c) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| Other | Corundum Income Fund AI LLC | 2018-03-27 | 4.2 M | |
| Other | Corundum Managed Equity Fund AI LLC | [2018-03-27] | 24.5 M | 53.3 M |
| Filed 2022-10-05 (D/A) · Exemption 506(b) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| Other | Corundum Managed Equity Fund QP LLC | [2018-03-27] | 202.0 M | 500.3 M |
| Filed 2022-09-19 (D) · Exemption 506(c) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| LF | Corundum Short-Term Income Fund LLC | [2018-03-27] | 40.0 M | |
| Filed 2022-09-19 (D) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| RE | Corundum Diversified Apartment Fund AI LLC | [2017-03-23] | 9.9 M | 10.5 M |
| Filed 2022-10-05 (D/A) · Exemption 506(b) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| RE | Corundum Diversified Apartment Fund QP LLC | [2017-03-23] | 18.7 M | 12.4 M |
| Filed 2022-09-20 (D) · Exemption 506(c) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| Other | CJV Assets LP | 2016-03-29 | 69.6 M | |
| PE | NOTB LLLP | 2016-03-29 | 0.0 M | |
| PE | SPI LLC | 2016-03-29 | 0.2 M | |
| Other | Tartan Partners LLLP | 2016-03-29 | 28.4 M | |
| Other | Corundum BW Holdings LLC | 2015-03-24 | 8.9 M | |
| Other | Corundum Longbow LLC | 2015-03-24 | ||
| Other | Corundum Note Participation Fund LLC | [2013-03-25] | 33.6 M | 5.6 M |
| Filed 2022-10-05 (D/A) · Exemption 506(b) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| Other | Classic Debt Fund LLC | 2012-03-22 | 9.4 M | |
| Other | Corundum Accumulation Fund LLC | 2012-03-22 | 9.0 M | |
| Other | Corundum Equity Dividend Fund LLC | 2012-03-22 | 18.3 M | |
| Other | Corundum Foundations Fund LLC | 2012-03-22 | 13.2 M | |
| Other | Corundum Income Fund 1 LLC | 2012-03-22 | 39.7 M | |
| Other | Corundum International Fund LLC | 2012-03-22 | 22.5 M | |
| Other | Corundum Large Cap Growth Fund LLC | 2012-03-22 | 70.7 M | |
| Other | Corundum Large Cap Value Fund LLC | 2012-03-22 | 74.5 M | |
| Other | Corundum Small/Mid Cap Growth Fund LLC | 2012-03-22 | 34.3 M | |
| Other | Corundum Small/Mid Cap Value Fund LLC | 2012-03-22 | 36.3 M | |
| Other | Corundum Special Income Fund LLC | 2012-03-22 | 6.6 M | |
| Other | Corundum Ventures Limited Partnership | 2012-03-22 | 0.1 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 14.6 |
| (b) Individuals (high net worth individuals) | 76 | 563.0 |
| (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 | 18 | 1,000.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 85.0 |
| (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 | 5 | 31.5 |
| (n) Other | 0 | 0.0 |
| Total | 495 | 1,694.3 |
| By Discretionary | ||
| Discretionary | 474 | 1,686.2 |
| Non-Discretionary | 21 | 8.2 |
| Total | 495 | 1,694.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,694.3 | |
| United States Persons | 0.0 | |
| Total | 495 | 1,694.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Foss | Executive Officer | 38 | 2 | |
| Ron Johnson | Executive Officer | 27 | 2 | |
| Justin Leveille | Executive Officer | 22 | 2 | |
| Jill Johnson | Executive Officer | 22 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001486083] | |
| D | [0001486083] | |
| 13F-HR | [0001987720] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
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