$27.4M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Ascensus
- Clients
- Retail and Institutional
- Platforms
- Peak
- Established Date
- 04-09-2021
- Office Locations
- 1
Office Locations
-- Highlands Ranch CO
About Dendrite Capital, LLC
Dendrite Capital is a boutique, independent private wealth manager in Highlands Ranch, CO, serving families, individuals, and businesses. The firm focuses on goal-based planning (tax-aware and healthcare strategies, debt and contingency planning) and efficient portfolio implementation, primarily using public funds. Notably, it works directly with fund managers, analysts, and consultants while maintaining full independence.
Team overview
47 AVG AGE
$27.4M AVG AUM / ADVISOR
$558.5K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Horizon element
Custodian
Horizon Vertex oak Radial horizon
Investment Themes
Pathway vertex
Investment Vehicles
Foundation foundation
Services
Frontier Horizon Focus frontier Unison Oak meridian
Technology
Pioneer
Owner & Executives
P
PATRICK JON MICKELSON
Chief Compliance Officer, President
- CRD
- #4022461
- Ownership
- 75% or more
(480) 245-8152
insight.alpha@vectorcapital.com
in linkedin.com/in/value-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,898,742 | -- |
| Non-Discretionary | $4,466,907 | -- |
| Total | $27,365,649 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,365,649
Equity - Exchange:
12.9% Public Funds:
46.1% Cash:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $275,373,172 | 12.9% |
| Public Funds | $984,085,521 | 46.1% |
| Cash | $875,217,058 | 41.0% |
| Total | $2,134,675,751 | 100.0% |