# Fiduciary Counsel

Fiduciary Counsel is an Asset Manager based in Greenwood Village, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Greenwood Village, United States
- **Region:** North America
- **Address:** Washington, DC, United States
- **Founded:** 1935
- **Assets under management:** Undisclosed
- **Website:** fiduciarycounsel.com

## Regulatory record

- **CRD number:** 132866
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132866

## About

FIDUCIARY COUNSEL, INC. is a state-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages $9 million in assets, $6 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Private Equity
- Secondaries & Special Situations

## People

- Joseph M. Craven — President

## Questions

### Does Fiduciary Counsel manage commingled funds or only separate accounts?

Fiduciary Counsel does not manage commingled investment funds. The firm structures separate account mandates tailored to single-investor fiduciary requirements. This structure avoids the pooled-vehicle incentive conflicts that arise when a manager seeks to grow fund AUM. The compensation model is fee-only, drawn entirely from advisory retainers rather than transaction fees or carried interest.

### What types of real assets does Fiduciary Counsel cover?

The firm historically covers direct real estate equity across core, value-add, and opportunistic strategies; commercial mortgage lending and private credit secured by real property; and infrastructure-related placements. It does not appear to invest in publicly traded REITs on a discretionary basis, focusing instead on private-market origination and negotiation.

### What is Fiduciary Counsel's known posture on co-investments?

The firm does not sponsor or syndicate co-investment vehicles. Because it does not manage a fund, there is no general-partner structure to allocate co-investment capacity. Clients receive direct investment opportunities structured specifically for their trust or pension plan and do not share deal flow across the firm's client base.

## Related profiles

- [Executive Business Financial Planning](https://altss.com/profile/executive-business-financial-planning)
- [Markettrend Advisors](https://altss.com/profile/markettrend-advisors-ltd)

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Last updated: 2026-06-03T20:00:00.000Z

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