|
⚲
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| Michaud Capital Management LLC
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|
|
|---|---|
| CRD # | 159828 |
| SEC # | 801-72973 |
| CIK # | |
| AUM | $1.8 BB (2023-03-16) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Phone | 303-962-5345 |
| Address | 200 Fillmore Street Denver, CO 80206 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Woody Creek Investment Limited Partnership | 2013-04-01 | 7.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 1,330.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 11 | 482.8 |
| Total | 65 | 1,815.0 |
| By Discretionary | ||
| Discretionary | 20 | 229.0 |
| Non-Discretionary | 45 | 1,586.0 |
| Total | 65 | 1,815.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,815.0 | |
| Total | 65 | 1,815.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chilton Capital Management LLC
✚
|
TX | 1.8 |
|
Capstone Financial Advisors Inc
✚
|
IL | 1.8 |
|
Sandhill Capital Partners LLC
✚
|
NY | 1.8 |
|
Cookson Peirce & Co Inc
✚
|
PA | 1.8 |
|
IPEX Inc
✚
|
MI | 1.8 |
|
CFS Investment Advisory Services LLC
✚
|
NJ | 1.8 |
|
Bedel Financial Consulting Inc
✚
|
IN | 1.8 |
|
Pembroke Management Ltd
✚
|
1.8 | |
|
Shufro Rose & Co LLC
✚
|
NY | 1.8 |
|
ENSO Wealth Management LLC
✚
|
CA | 1.8 |