Investment adviser · CRD 332481
LIFT ASSET MANAGEMENT
Investment adviser filing (IA)
ROCKY MOUNTAIN LIFT ASSET MANAGEMENT LLC
ENGLEWOOD, CO, United States · Form ADV filed Jan 27, 2025
- Regulatory AUM
- $25.2M Form ADV · Item 5.F
- Client accounts
- 18 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 10 | $22,570,000 | 89.5% |
| Individuals | 8 | $2,659,154 | 10.5% |
Filing source
Form ADV 1931952 · Jan 27, 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 fundsThe 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: Jan 27, 2025. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
13000 E CONTROL TOWER ROAD, SUITE OENGLEWOOD, CO, 80112, United States
CRD 332481
Filing source
Form ADV 1931952 · Jan 27, 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.