$60.6M Total AUM
$60.6M Disc. AUM
-- 3Y CAGR
2 Employees
26 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-27-2016
- Office Locations
- 2
Office Locations
10940 S. Parker Road #702 Parker CO
515 E. LAS Olas Boulevard Suite 1301-A36 Fort Lauderdale FL
About Conexus Capital Management, LLC
Conexus Capital Management, LLC is a Parker-based RIA with 2 offices. The firm has been operating for 9 years. Managing $60.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
58 AVG AGE
$30.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
9.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
G
GREGG LAURENCE DENHOFFER
Chief Compliance Officer, Chief Operating Officer
- CRD
- #3063054
- Ownership
- Less than 5%
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SCOTT JEFFREY ALTSCHUL
Principal
- CRD
- #4449687
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,598,157 | $739,130 |
| Non-Discretionary | $0 | $1,500,000 |
| Total | $60,598,157 | $770,833 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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