Minot Capital, Lp
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Overview
Minot Capital, Lp is a financial advisory company based in Boulder, Colorado. The company has $2.0 billion in assets throughout five accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 3 financial advisors. Minot Capital, Lp is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, bonds and stocks.
Minot Capital, Lp oversees all of the company's client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without needing to seek the customer's consent. The company administers roughly $392.6 million for each customer account. An average advisor at Minot Capital, Lp administers about two client accounts, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is located at Historic Bowman House, Boulder, Colorado 80302. Minot Capital, Lp is legally registered to serve customers across 4 states, including Colorado, Florida, New York and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Minot Capital, Lp by the Numbers
$2.0 billion
9
5
$392.6 million
Fee Structure
Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Minot Capital, Lp typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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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
Disclosures
Minot Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Minot Capital, Lp
Boulder, CO
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