First Western Capital Management Company

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First Western Capital Management Company ✚
CRD #	152982
SEC #	801-71092
CIK #	0001603142
AUM
Employees	9 (67% Investors, 0% Brokers)
Phone	303-531-8100
Address	1900 16th Street Denver, CO 80202
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

CIK	Period
0001603142	2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31

Sector	Form 13F Holdings	Value ($M)
	Home Depot Inc	0.4
	McDonalds Corp	0.3
	Amgen Inc	0.3
	Microsoft Corp	0.3
	Cummins Inc	0.3
	Lockheed Martin Corp	0.3
	Crown Castle International Corp	0.3
	FPL Group Inc	0.3
	Honeywell International Inc	0.3
	J P Morgan Chase & Co	0.3
	Johnson & Johnson	0.3
	Qualcomm Inc/DE	0.3
	AbbVie Inc	0.2
	Equity Lifestyle Properties Inc	0.2
	PepsiCo Inc	0.2
	Regions Financial Corp	0.2
	Huntington Bancshares Inc/MD	0.1
	Energy Transfer Equity LP	0.1













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Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	First Western Capital Management California Tax Exempt Limited Partnership	[2012-04-02]	5.9	0.0
PE	First Western Capital Management Equity Growth Limited Partnership	[2012-04-02]	4.9	0.0
Other	First Western Capital Management High Income Limited Partnership	[2012-04-02]	13.5	0.0
Other	First Western Capital Management High Yield Capital Appreciation Limited Partnership	[2012-04-02]	18.0	0.0
PE	First Western Capital Management Income Equity Limited Partnership	2012-04-02		0.0
Other	First Western Capital Management National Tax Exempt Limited Partnership	[2012-04-02]	122.3	0.0
HF	First Western Capital Management Total Return LP	2012-04-02		0.0
Other	First Western Investment Management High Income Senior Loans Limited Partnership	2012-04-02		0.0
Other	FWCM Fixed Income	2012-04-02		39.6

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	129	35.9
(b) Individuals (high net worth individuals)	204	294.2
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	1	232.3
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	24	222.2
(h) Charitable organizations	14	28.4
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	4	9.2
(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	24	139.8
(n) Other	0	0.0
Total	637	962.1
By Discretionary
Discretionary	631	874.7
Non-Discretionary	6	87.4
Total	637	962.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		962.1
Total	637	962.1

Form D Directors	# Filings	# Firms	2011 - 2025
Warren Olsen	20
Barry Julien	9
Kenneth Malamed	7
First Western Capital Management Company	5
First Western Investment Management Inc	2

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001603142]

Assets, Funds, Holdings