Key facts
- THE INSTITUTE is a private equity firm based in DENVER, CO.
- THE INSTITUTE reports $557K in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 127207- Regulatory AUM
- $557K
- Private fund assets
- $27.9M
- Private funds
- 2 · 1 private equity, 1 hedge
- Staff
- 22
- Registered office
- DENVER, CO
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as INSTITUTE FOR WEALTH MANAGEMENT LLC).
Free account
See the whole book
- ·Watchlist + alerts for THE INSTITUTE's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for THE INSTITUTE are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is THE INSTITUTE's AUM?
- THE INSTITUTE manages approximately $557K in assets.