The AUTHENTIC COUNSEL is a privately held investment adviser that advises $172.62mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. AUTHENTIC COUNSEL 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 160.37% over the last 5-years.
The Group has been registered with the SEC for 3.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5600 S. QUEBEC ST. SUITE 130B, GREENWOOD VILLAGE, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees increased by 60% over the last 5-years.
Their $172.62mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $111.22mn or 64.43% of Total Assets and Individuals own $43.15mn or 25% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 73.77% and 26.23% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
AUTHENTIC COUNSEL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.