$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
1994 Kinnison Drive Fort Collins CO
About Haas Capital Management LLC
Haas Capital Management is a Fort Collins, CO solo RIA led by Rob Haas. The firm emphasizes intensive research and value-oriented portfolio management, with experience across individual stock selection as well as ETF/index-based and options/algorithmic approaches. Focused on retail clients including entrepreneurs; custody includes Interactive Brokers. Founder brings an engineering/MBA background and 28 patents.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$440.6K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Client Personas
Quantum summit
Custodian
Vital Foundation vector
Investment Themes
Value Prime
Investment Vehicles
Radial ridge Ridge wave
Owner & Executives
W
WILLIAM ROBERT HAAS
Branch Manager, Owner, Vice President
- CRD
- #5893951
- Ownership
- 75% or more
(932) 409-9175
momentum.vertex@summitcapital.com
in linkedin.com/in/pioneer-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,694,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,694,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,694,000
Equity - Exchange:
68.0% Cash:
32.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $403,404,716 | 68.0% |
| Cash | $189,837,513 | 32.0% |
| Total | $593,242,229 | 100.0% |