RIA Intel›Advisers›Colorado›COOK STREET CONSULTING, INC.

COOK STREET CONSULTING, INC.

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Apr 19, 2024 · Source: SEC Form ADV

Total AUM

$7.1B

1-Year AUM Growth

+32.4%

3-Year CAGR

+19.5%

Employees

31

Assets Under Management

Total AUM$7.1B

Discretionary AUM$7.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees31

Investment Advisers38

Employee Growth (1Y)+10.7%

Filing History

Total Filings on Record49

First FilingJun 20, 2001

Latest FilingApr 19, 2024

🔒 Full AUM trend chart and 49 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COOK STREET CONSULTING, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.