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| Keyboard |
| First Source Investment Partners LLC
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|---|---|
| CRD # | 322893 |
| SEC # | 801-126595 |
| CIK # | |
| AUM | 154.0 M (2026-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 303-858-0000 |
| Address | 9380 Station Street, Suite 535 Lone Tree, CO 80124 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 48.2 |
| (b) Individuals (high net worth individuals) | 60 | 101.1 |
| (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 | 2 | 4.6 |
| (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 | 461 | 154.0 |
| By Discretionary | ||
| Discretionary | 461 | 154.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 461 | 154.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.0 | |
| Total | 461 | 154.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Newbury Capital Management LLC
✚
|
CA | 154.1 M |
|
Bluebird Wealth Management LLC
✚
|
MA | 154.0 M |
|
Forrest Financial Services LLC
✚
|
IA | 154.0 M |
|
Maggi Investment Services LLC
✚
|
FL | 154.0 M |
|
ATFS Advisers LLC
✚
|
153.9 M | |
|
Uptown Financial Advisors LLC
✚
|
TX | 153.8 M |
|
S & S Wealth Management LP
✚
|
TX | 153.8 M |
|
Prien Asset Management LLC
✚
|
NM | 153.7 M |
|
Trails Edge Wealth Advisers LLC
✚
|
153.7 M | |
|
Maiden Cove Capital LLC
✚
|
ME | 153.7 M |