First Western Capital Management Company

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Assets, Funds, Holdings

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CAFR Data
First Western Capital Management Company
CRD #152982
SEC #801-71092
CIK #
AUM $772.0 MM (89% Disc, 100% US)
Employees7 (86% Investors, 0% Brokers)
Phone303-531-8100
Address1900 16th Street
Denver, CO 80202
Source [IAPD] [Website]
Total AUM ($MM)
1600128096064032002009201220162020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.06.8
MCD138,580.05.9
SCHW58,370.05.8
HD206,070.05.7
SYK70,520.05.4
EL56,890.05.4
V341,210.05.3
TXN99,900.05.1
BLK68,070.05.1
ROP33,480.05.0
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Holdings by Sector ($)
0.40.30.20.20.10.02012201420162019
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other First Western Capital Management California Tax Exempt Limited Partnership [2010-06-07]
5.9
0.0
PE First Western Capital Management Equity Growth Limited Partnership [2010-06-07]
4.9
0.0
Other First Western Capital Management High Income Limited Partnership [2010-06-07]
13.5
0.0
Other First Western Capital Management High Yield Capital Appreciation Limited Partnership [2010-06-07]
18.0
0.0
Other First Western Capital Management National Tax Exempt Limited Partnership [2009-01-26]
122.3
0.0
PE First Western Capital Management Income Equity Limited Partnership
0.0
HF First Western Capital Management Total Return LP
0.0
Other First Western Investment Management High Income Senior Loans Limited Partnership
0.0
Other FWCM Fixed Income
39.6
View All
Fund Directors # Filings # Firms 2011-2019
Barry Julien 5 1
Kenneth Malamed 5 1
Warren Olsen 5 1
First Western Capital Management Company 4 1
First Western Investment Management Inc 1 1
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Annandale Capital LLC
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