Investment adviser · CRD 147978
SYNTRINSIC INVESTMENT COUNSEL, LLC.
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Mar 20, 2023
- Regulatory AUM
- $1.57B Form ADV · Item 5.F
- Client accounts
- 438 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 12 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 |
|---|---|---|---|
| Charities | 52 | $1,122,917,019 | 71.3% |
| Retirement plans | Fewer than 5 | $241,808,049 | 15.4% |
| High-net-worth individuals | 41 | $195,080,356 | 12.4% |
| Individuals | 40 | $13,600,084 | 0.9% |
| Corporations & businesses | Fewer than 5 | $1,367,371 | 0.1% |
Filing source
Form ADV 1724812 · Mar 20, 2023 · 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: Mar 20, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
3840 YORK STREET, SUITE 100DENVER, CO, 80205-3536, United States
CRD 147978
Filing source
Form ADV 1724812 · Mar 20, 2023 · 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.