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Normandy Capital Management, LLC

Normandy Capital Management, LLC. CRD 142315

Normandy Capital Management, LLC logo

CRD: 142315

Normandy Capital Management, LLC

Lakewood, CO, 80228
3038938700
normandygroup.com
$67.9M Total AUM
$67.9M Disc. AUM
-- 3Y CAGR
5 Employees
185 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Capital Group · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Atlas ridge
Established Date
03-02-2007
Office Locations
3

Office Locations

575 Union Bld. # 201 Lakewood CO
-- Denver CO
-- Lakewood CO

About Normandy Capital Management, LLC

Normandy Capital Management (The Normandy Group) is a Lakewood/Denver-based fiduciary advisory firm serving individuals and families. It delivers “Dynamic Wealth Design” plans that integrate investment management with tax and estate planning, with upfront diligence and stress testing. Investment approach emphasizes asset allocation and risk management using public funds, mutual funds and ETFs; custodial relationships include Charles Schwab.

Team overview

45 AVG AGE
$13.6M AVG AUM / ADVISOR
$367.1K AVG AUM / CLIENT
14.5 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Timber

Client Personas

Ridge alpha Momentum matrix Pathway north Alpha legacy

CRM

Crest radial

Custodian

Catalyst Glacier signal Vertex Momentum Horizon atlas Ember bridge

Investment Themes

Beacon value Oak Beacon

Investment Vehicles

Vector Element matrix

Services

Harbor oak North Peak north Ember Frontier frontier Element Frontier vital Beacon Pathway pioneer Prime

Technology

Timber foundation

Owner & Executives

DAVID CHRISTOPHER PARTHEYMULLER

DAVID CHRISTOPHER PARTHEYMULLER

Chief Compliance Officer, Investment Advisor Representative, Managing Member

CRD
#1313856
Ownership
75% or more
(596) 326-6090
peak.harbor@ridgecapital.com
in linkedin.com/in/summit-foundation

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Contacts

J

JOHN EUGENE ANDERSON

Investment Advisor Representative

CRD
#2288763
(672) 309-5620
ridge.focus@fusioncapital.com
in linkedin.com/in/oak-beacon
D

DEBORAH ANN DUEMLING

--

CRD
#1298409
(940) 660-7286
matrix.harbor@foundationcapital.com
in linkedin.com/in/delta-crest
L

Legacy element

Pioneer legacy

CRD
#78741
(255) 754-7976
frontier.value@horizoncapital.com
in linkedin.com/in/quantum-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $67,904,820 --
Non-Discretionary $0 --
Total $67,904,820 --

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Separately Managed Accounts

Total SMA Asset: $67,904,820

$67.9M Total SMA
Public Funds:
15.0%
U.S. Government/Agency:
23.1%
Cash:
19.2%
Equity - Exchange:
42.7%
Asset class Assets Assets %
Public Funds $401,844,290 15.0%
U.S. Government/Agency $618,840,206 23.1%
Cash $514,360,691 19.2%
Equity - Exchange $1,143,916,745 42.7%
Total $2,678,961,932 100.0%

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