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| Keyboard |
| Principium Investments LLC
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|---|---|
| CRD # | 124989 |
| SEC # | 801-61768 |
| CIK # | |
| AUM | 225.4 M (2026-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-351-5353 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 47.5 |
| (b) Individuals (high net worth individuals) | 51 | 163.1 |
| (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 | 5 | 4.0 |
| (h) Charitable organizations | 3 | 1.1 |
| (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 | 1 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 508 | 225.4 |
| By Discretionary | ||
| Discretionary | 508 | 225.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 508 | 225.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.4 | |
| Total | 508 | 225.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Weis Advisory LLC
✚
|
IA | 225.6 M |
|
D'Arcy Capital Management LLC
✚
|
CA | 225.6 M |
|
Oceanis Financial Advisors Inc
✚
|
FL | 225.6 M |
|
Williams Capital Management Company
✚
|
IL | 225.6 M |
|
The Tenret Company LLC
✚
|
FL | 225.4 M |
|
Mindful Wealth LLC
✚
|
IL | 225.3 M |
|
Apex Capital Management LLC
✚
|
LA | 225.2 M |
|
The Perspective Group LLC
✚
|
KS | 225.1 M |
|
Inman Jager Wealth Management LLC
✚
|
MS | 225.0 M |
|
Principia Wealth Advisory LLC
✚
|
TX | 225.0 M |