Single Family OfficeRIA · CRD 328183SEC-Registered

Updated:

Citrine & Gold

CITRINE & GOLD LLC is an SEC-registered investment adviser in DENVER, CO. The firm manages approximately $3 million in regulatory assets. It has 2 employees...

Citrine & Gold

CITRINE & GOLD LLC is an SEC-registered investment adviser in DENVER, CO. The firm manages approximately $3 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Why does Citrine & Gold have no public presence?

Single-family offices in the United States are not required to register with the SEC or maintain a public website if they operate under the single-family office exemption. Citrine & Gold appears to exercise this privacy option to the fullest extent, with no website, no LinkedIn, and no named professionals in any accessible filing or database. This level of opacity is uncommon but not prohibited, and it suggests the family's principals have made an intentional decision to keep all wealth-management activity outside public view.

Can Citrine & Gold take outside capital?

Under the single-family office exemption in the Investment Advisers Act of 1940, a family office like Citrine & Gold cannot manage outside capital beyond family clients as defined by SEC Rule 202(a)(11)(G)-1. Accepting third-party assets would trigger registration requirements. The firm has given no indication of managing non-family capital, and its unregistered status is consistent with a pure single-family mandate.

Where does the underlying wealth come from?

The source of the family's wealth is not publicly known. No named principal is available in firm records, and no corporate entity, operating business, or liquidity event is publicly linked to Citrine & Gold. Many single-family offices formed around undiversified, concentrated wealth maintain a low profile, but this entity's particular lack of any trail makes origin attribution impossible without primary-source confirmation.

How does Citrine & Gold source deals given its low profile?

Without public principals or a disclosed investment program, Citrine & Gold likely sources opportunities through private banking relationships, multi-family office networks, and fund-manager relationships rather than a proprietary origination engine. Family offices this opaque often participate in curated club deals and established limited-partner circles accessed through wealth advisors rather than direct outreach.

Does Citrine & Gold operate through external managers or direct investments?

There is no public evidence of either approach. However, single-family offices without identifiable in-house investment professionals typically construct the bulk of their exposure through external fund commitments and selective direct co-investments offered through general-partner relationships, rather than a dedicated team executing primary deals. Any direct holdings remain undisclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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