Proprietary Capital, LLC
Proprietary Capital, LLC is an SEC-registered wealth manager in Denver, CO with $651.8M assets under management (AUM, regulatory AUM), -43% over one year. See who owns Proprietary Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125139, SEC 801-61781, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $651.8M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 19
- Clients
- 36
- CRD
- 125139
- Ownership
- COHEN, CRAIG, ALAN; ROCHE, BRYAN, CURTICE; BURROUGHS, HEIDE, MARIE; BURROUGHS, HEIDE; WILLIAMS, DANIEL, J
How much AUM does Proprietary Capital, LLC have?
Proprietary Capital, LLC reported $651.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Proprietary Capital, LLC?
Disclosed owners and executives of Proprietary Capital, LLC include COHEN, CRAIG, ALAN, ROCHE, BRYAN, CURTICE, BURROUGHS, HEIDE, MARIE, BURROUGHS, HEIDE, WILLIAMS, DANIEL, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.