RIA Intel›Advisers›Colorado›FIRST SOURCE INVESTMENT PARTNERS, LLC

FIRST SOURCE INVESTMENT PARTNERS, LLC

Advisory

N·LONE TREE, CO

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$154M
1-Year AUM Growth
0.0%
3-Year CAGR
+12.6%
Employees
3
Assets Under Management
Total AUM$154M
Discretionary AUM$154M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients148
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingAug 19, 2022
Latest FilingMar 20, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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