Asset ManagerRIA · CRD 114011SEC-Registered

Updated:

Colorado Capital Management

COLORADO CAPITAL MANAGEMENT is an SEC-registered investment adviser in BOULDER, CO, registered since 2002. The firm manages $638 million in assets, with $570...

Colorado Capital Management

COLORADO CAPITAL MANAGEMENT is an SEC-registered investment adviser in BOULDER, CO, registered since 2002. The firm manages $638 million in assets, with $570 million on a discretionary basis. It has 10 employees and 10 investment advisers.

General information

Firm type

RIA

Year founded

2000

Location

Region

North America

Country

United States

City

Boulder

Corporate office

Denver, CO, United States

Sector focus

Wealth Management

Frequently asked questions

How does Colorado Capital Management source proprietary deal flow?

The firm maintains an internal underwriting team that sources direct lending and real estate opportunities directly, rather than relying solely on external manager selection. It has executed co-investments alongside GPs in middle-market private credit and opportunistic real estate funds. This direct sourcing model allows Colorado Capital Management to capture proprietary deal flow and maintain control over underwriting.

Does Colorado Capital Management participate in fund commitments or only direct deals?

The firm participates in both direct deals and co-investment opportunities, while also committing capital to select funds. Its allocation strategy includes direct lending and asset-backed credit as primary vehicles, with co-investments alongside established GPs in middle-market private credit and real estate. This blend provides flexibility in risk allocation.

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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