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Capital West Asset Management, LLC

8400 East Prentice Avenue, Ste. 1401
Greenwood Village, Colorado 80111
United States
 
Contact :      Mark Jaeger
Phone :       303-414-1100
Fax :             303-414-1111
Email :         mark_jaeger@dpimc.com
Web :           http://www.phoneixinvestments.com

Capital West Asset Management, LLC Information

Type of organization :
Total Assets Managed ($Mil) : $108
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1999
Wrap Programs Offered? : Yes
# of Accounts Managed : 151
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Capital West Asset Management, LLC History

Founded in 1999, Capital West Asset Management, LLC provides investment advisory services to individuals and families, endowment funds, foundations, pensions and insurance companies. Based in Denver, Colorado, Capital West manages approximately $108 million in assets and became a subsidiary of Phoenix Investment Partners, Ltd. in 2001. Capital West is a quantitative investment firm offering concentrated equity portfolios in the small, mid, and large cap universes to institutional and high net worth individuals.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Capital West Asset Management, LLC Personnel

Capital West Asset Management, LLC Product Name

Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.
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