Investment adviser · CRD 146212
QUISH
Investment adviser filing (IA)
QUISH & CO. LLC
BOULDER, CO, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $154M Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 1 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 | 13 | $127,577,237 | 82.7% |
| Charities | Fewer than 5 | $17,262,621 | 11.2% |
| Pooled investment vehicles | 1 | $9,341,800 | 6.1% |
Filing source
Form ADV 2067070 · Mar 13, 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MAPLETON FUND, LPOther Private Fund · Last reported Mar 13, 2026$9.34MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-1284232954
- Reported beneficial owners
- 1
- Minimum commitment
- $1M
- Form D file number
- 021-174055
Form ADV 2067070 · Mar 13, 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.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
1123 SPRUCE STREET, SUITE 303BOULDER, CO, 80302, United States
CRD 146212
Filing source
Form ADV 2067070 · Mar 13, 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.