The JUPITER WEALTH MANAGEMENT is a privately held investment adviser that advises $577.48mn in regulatory assets under management held in 0 SEC fund types across 5 investment strategies. JUPITER WEALTH MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 39.38% over the last 5-years.
The Group has been registered with the SEC for 7.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4500 E CHERRY CREEK SOUTH DRIVE SUITE 1060, GLENDALE, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $577.48mn in assets advised are owned by 0 private funds, 37 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $388.65mn or 67.3% of Total Assets and Investment Companies (IC) own $160.66mn or 27.82% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Derivatives and FI/Credit - Diverse, representing 99.64%, 0.36% and 0% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
JUPITER WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.