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Journey Investment Management
Journey Investment Management is an SEC-registered investment adviser in Ammon, ID, registered since 2021. The firm manages $187 million in regulatory assets.
Journey Investment Management
Journey Investment Management is an SEC-registered investment adviser in Ammon, ID, registered since 2021. The firm manages $187 million in regulatory assets. It has 8 employees and 5 investment advisers.
General information
Firm type
Private Equity
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Loveland
Corporate office
201 E 4th St. #95, Loveland, CO 80537, United States
Principals
Ambar Reddekopp
President, Investment Advisor Representative
Carlos Hernandez
Financial Services Specialist
Larry Williams
Financial Services Professional
Angelina Locricchio
Director of Operations
Sector focus
Frequently asked questions
Who runs investment decisions at Journey Investment Management?
Investment decisions are led by Ambar Reddekopp, who serves as President and Investment Advisor Representative. The firm's website emphasizes her two decades of industry experience across financial planning, debt management, and retirement strategies, but does not delineate a separate CIO structure for the private equity arm.
How does Journey Investment Management source proprietary deal flow?
The firm does not publicly disclose a proprietary deal-flow model. Its public-facing business centers on retail wealth management — debt planning, tax diversification, retirement income, and insurance — which likely generates a client base from which private equity opportunities are sourced or offered internally.
Is Journey Investment Management structured as a family office, private equity firm, or RIA?
Journey Investment Management is explicitly tagged as an asset manager with a private equity subtype, yet it operates from a retail financial planning office. The parent, The Journey Financial Group, markets fiduciary advisory services alongside insurance products, while the private equity vehicle appears to sit alongside those services rather than as a standalone institutional fund manager.
Does Journey Investment Management participate in fund commitments or only direct deals?
The firm has not publicly disclosed whether it makes fund commitments, co-investments, or only direct deals. Its private equity structure, deal types, and any LP relationships are not detailed in available materials.
Which sectors does Journey Investment Management explicitly avoid?
No public negative-sector list exists. The firm tags its scope broadly across insurance and real estate, based on its product lineup and fiduciary wealth-management focus, but it has not specified excluded industries.
Profile maintained by Altss 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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