Private Market View

FINANCIAL MOUNTAIN INC

Other · BOULDER, CO

AUM
$2.0M
Portfolio companies
Recorded deals
Last investment

Key facts

  • FINANCIAL MOUNTAIN INC is a other based in BOULDER, CO.
  • FINANCIAL MOUNTAIN INC reports $2.0M in regulatory assets under management, per its SEC Form ADV (2025-12).

Registered with the SEC

Form ADV · 2025-12 · CRD 108489
Regulatory AUM
$2.0M
Private fund assets
Private funds
Staff
2
Registered office
BOULDER, CO
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for FINANCIAL MOUNTAIN INC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is FINANCIAL MOUNTAIN INC's AUM?
FINANCIAL MOUNTAIN INC manages approximately $2.0M in assets.