Investment adviser · CRD 159189
PTMA INVESTMENT ADVISORS
Investment adviser filing (IA)
PUBLIC TRUST ADVISORS, LLC
DENVER, CO, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $104B Form ADV · Item 5.F
- Client accounts
- 239 Accounts, not individual clients
- Employees
- 157 Reported in this filing
- Advisory professionals
- 81 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 | 11 | $88,525,116,199 | 84.9% |
| Government entities | 71 | $15,718,419,050 | 15.1% |
Filing source
Form ADV 2101649 · Apr 30, 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
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: Apr 30, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
717 17TH STREET, SUITE 1850DENVER, CO, 80202, United States
CRD 159189
Filing source
Form ADV 2101649 · Apr 30, 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.