Investment adviser · CRD 157728

AVEO CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

ENGLEWOOD, CO, United States · Form ADV filed Apr 8, 2025

Regulatory AUM: $1.64B
Client accounts: 4,410
Employees: 27
Advisory professionals: 21

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	446	$1,023,185,290	62.5%
Individuals	965	$366,122,423	22.4%
Retirement plans	65	$187,016,408	11.4%
Corporations & businesses	11	$46,757,666	2.9%
Charities	11	$13,727,150	0.8%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 1977645 · Apr 8, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 8, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

9635 MAROON CIRCLE, SUITE 440
ENGLEWOOD, CO, 80112, United States

CRD 157728

Filing source

Form ADV 1977645 · Apr 8, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.