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Semper Augustus Investments Group LLC

Semper Augustus Investments Group LLC. CRD 108153

Semper Augustus Investments Group LLC logo

CRD: 108153

Semper Augustus Investments Group LLC

$982.2M Total AUM
$982.2M Disc. AUM
31.9% 3Y CAGR
9 Employees
269 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · JP Morgan · US Bank
Clients
Retail and Institutional
Established Date
10-26-1998
Office Locations
2

Office Locations

200 Plaza Drive Suite 240 Highlands Ranch CO
8000 Maryland Avenue Suite 1165 ST Louis MO

About Semper Augustus Investments Group LLC

Semper Augustus is an SEC-registered RIA (founded 1998) with offices in Denver and St. Louis, focused on discretionary asset management for retail and institutional clients. The firm runs concentrated, fundamental equity portfolios, targeting well-run, well-capitalized businesses trading below its conservative intrinsic value appraisals, with an emphasis on business quality and avoiding permanent loss of capital.

Reported data analysis

What the numbers show

Between March 27, 2025 and March 31, 2026, reported AUM increased 41.7%, from $693.0M to $982.2M.

Across 5 reported observations, AUM increased 151.6% between November 4, 2022 and March 31, 2026, from $390.4M to $982.2M.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 2 advisory representatives and 269 clients, or 134.5 clients per representative. That equates to $3.7M in reported AUM per client.

The profile lists 2 reported office locations and 27 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$491.1M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
27.9 yrs AVG TENURE
9 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age

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Available data coverage

  • Asset Classes
  • Industry Interests
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

CHRISTOPHER PAUL BLOOMSTRAN

CHRISTOPHER PAUL BLOOMSTRAN

Chief Investment Officer, Managing Member, President

CRD
#3154454
Ownership
50% but less than 75%
CHAD S CHRISTENSEN

CHAD S CHRISTENSEN

Chief Compliance Officer, Managing Member, Partner, VICE PRESIDENT

CRD
#2866795
Ownership
50% but less than 75%

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
12-19-2023
03-27-2024
03-27-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $982,168,444 $1,856,651
Non-Discretionary $0 --
Total $982,168,444 $1,856,651

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Separately Managed Accounts

SMA allocation detail is available

Semper Augustus Investments Group LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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13F Holdings | Q2 2026

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Semper Augustus Investments Group LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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