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MICHAUD CAPITAL MANAGEMENT LLC

Business and Investment Profile

The MICHAUD CAPITAL MANAGEMENT LLC is a privately held investment adviser that advises $518.61mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MICHAUD CAPITAL MANAGEMENT LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 230.56% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 200 FILLMORE STREET SUITE 300, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 19 employees comprised of 6 investment and 13 non-investment staff. The total number of Employees increased by 111.11% over the last 5-years.

Asset Profile

Their $518.61mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $427.19mn or 82.37% of Total Assets and Charitable Organizations own $91.42mn or 17.63% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and fixed fees.

Sub-Advisers

MICHAUD CAPITAL MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MICHAUD CAPITAL MANAGEMENT LLC

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Keywords: Michaud Capital Management, Michaud
Generated 2026-09-12T06:50:28.1264388.  © 2026 Convergence.