Resource Land Holdings, LLC is a large advisory firm based in Denver. It manages $368.21 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Colorado.
Resource Land Holdings provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Resource Land Holdings, LLC is $368.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Resource Land Holdings, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Resource Land Holdings is pooled investment vehicles with 1 clients and $368.21 million of assets under management. Among the 12 most similar advisory firms, Resource Land Holdings has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $368.21 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Resource Land Holdings also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 13 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Resource Land Holdings, LLC performs its advisory services is located at 1400 16 Th Street, Denver, CO 80202 5994, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 720-723-2850 or by fax 720-723-2851. The normal business hours are 8.30 am - 5.30 pm on Monday - Friday. You can find more information about the New York firm at rlholdings.com and its LinkedIn profile.