Foundry Group, LLC
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Overview
Foundry Group, LLC operates as a financial advisory company that has its headquarters in Boulder, Colorado. It administers $4.3 billion in assets throughout 15 client accounts, making it one of the biggest firms in the United States by assets under management (AUM). The company has a small team, including 8 financial advisors. Foundry Group, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, equities and options.
Foundry Group, LLC manages all of its accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without requiring client consent. The company supervises about $286.1 million for each customer account. The average financial advisor at Foundry Group, LLC oversees around two client accounts, making it one of the most personalized advisor firms in the country.
The firm's central office is located at 645 Walnut St, Boulder, Colorado 80302. It is registered to serve investors in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Foundry Group, LLC by the Numbers
$4.3 billion
16
15
$286.1 million
Fee Structure
Fees charged by financial advisors depend on which services the firm provides the client. However, fee types billed by Foundry Group, LLC most likely include the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 15 accounts, Foundry Group, LLC's largest client by number of accounts is pooled investment vehicles. None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Foundry Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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