Investment adviser · CRD 120783
BRANZAN INVESTMENT ADVISORS, INC.
Investment adviser filing (IA)
LITTLETON, CO, United States · Form ADV filed Jul 16, 2026
- Regulatory AUM
- $115M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $102,090,764 | 89.0% |
| Charities | Fewer than 5 | $12,670,784 | 11.0% |
Filing source
Form ADV 2120086 · Jul 16, 2026 · 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
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BRANZAN ALTERNATIVE INVESTMENT FUND, L.L.L.P.Other Private Fund · Last reported Jul 16, 2026$84.4MGross asset value
Form D fundraising filings
BRANZAN ALTERNATIVE INVESTMENT FUND L L L P
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EIDE BAILLY LLP
PCAOB 286
CHARLES SCHWAB & CO., INC.
SEC 8-16514
RBC CAPITAL MARKETS, LLC
SEC 8-45411
UBS FINANCIAL SERVICES INC.
SEC 8-16267
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
SPROTT GLOBAL RESOURCE INVESTMENTS LTD
CRD 35878 · SEC 8-47039
UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 8-16267
Fund details & source
- Fund ID
- 805-4095993840
- Reported beneficial owners
- 69
- Minimum commitment
- $150K
- Form D file number
- 021-51692
Form ADV 2120086 · Jul 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRANZAN ENERGY INCOME FUND II L.L.L.P.Other Private Fund · Last reported Jul 16, 2026$10.6MGross asset value
Form D fundraising filings
Branzan Energy Income Fund II, L.L.L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-7343153594
- Reported beneficial owners
- 41
- Minimum commitment
- $50K
- Form D file number
- 021-331898
Form ADV 2120086 · Jul 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRANZAN ENERGY INCOME FUND III, L.L.L.P.Other Private Fund · Last reported Jul 16, 2026$7.1MGross asset value
Form D fundraising filings
Branzan Energy Income Fund III, L.L.L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EIDE BAILLY LLP
PCAOB 286
Fund details & source
- Fund ID
- 805-4703984553
- Reported beneficial owners
- 23
- Minimum commitment
- $250K
- Form D file number
- 021-506342
Form ADV 2120086 · Jul 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRANZAN ALTERNATIVE OPPORTUNITIES FUND, L.L.L.P.Other Private Fund · Last reported Jun 25, 2019$7.52MGross asset value
Form D fundraising filings
Branzan Alternative Opportunities Fund LLLP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CAUSEY DEMGEN & MOORE P.C.
PCAOB 647
TD AMERITRADE, INC.
SEC 8-23395
UBS FINANCIAL SERVICES INC.
SEC 8-16267
TD AMERITRADE, INC.
CRD 7870 · SEC 8-23395
UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 8-16267
Fund details & source
- Fund ID
- 805-2350799687
- Reported beneficial owners
- 24
- Minimum commitment
- $50K
- Form D file number
- 021-178529
Form ADV 1331334 · Jun 25, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRANZAN ENERGY INCOME FUND, L.L.L.P.Other Private Fund · Last reported Aug 6, 2025$0Gross asset value
Form D fundraising filings
Branzan Energy Income Fund LLLP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-7126330379
- Reported beneficial owners
- 5
- Minimum commitment
- $50K
- Form D file number
- 021-236215
Form ADV 2007700 · Aug 6, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 16, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
10288 W CHATFIELD AVE, STE 300LITTLETON, CO, 80127, United States
CRD 120783
Filing source
Form ADV 2120086 · Jul 16, 2026 · 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.