Boulder Asset Management

Based on SEC filings, Boulder Asset Management focuses on private credit and real estate investments. The firm raises capital through Regulation D exempt offerings, managing both pooled investment vehicles and separately managed accounts. Specific fund names and performance data are not publicly available.

Yes, Boulder Asset Management is registered with the U.S. Securities and Exchange Commission as an investment adviser. SEC registration requires the firm to file Form ADV annually, disclosing its advisory business, assets under management, and disciplinary history. Registration subjects the firm to fiduciary duties and regulatory oversight.

The firm typically raises capital through Regulation D Rule 506 offerings, which limits participation to accredited investors. This includes individuals with net worth exceeding $1 million (excluding primary residence) or annual income above $200,000, as well as institutional qualified purchasers. Minimum investment amounts are not publicly disclosed.

No, the firm's regulatory filings and Form D submissions indicate a focus on private, illiquid assets—primarily private credit and real estate. Publicly traded securities do not appear to be part of the firm's core strategy. Investors should expect limited liquidity typical of private alternative investments.

The firm's principal office is in Englewood, Colorado, a suburb south of Denver. SEC filings list only this single office location. The firm likely serves a regional client base, though it may raise capital from accredited investors nationwide through its exempt offerings.