Proprietary Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 27, 2026, reports $652M in regulatory assets under management, 19 employees, 1 office, and 38 accounts.
Assets Under Management
$652M
Employees
19
Offices
1 office
Total Clients
36
Primary office
DENVER, CO
201 COLUMBINE ST, SUITE 300, DENVER, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.8% of total clients.
Top client categories% of clientsClients
1
HNWI
52.8%
19
2
Pooled Investment Vehicles
47.2%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$652Mas of May 27, 2026
Discretionary100.0%
$652M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$652M
Total Accounts36
10Y AUM Change+$22M (+3.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee2:1
10Y Employee Change+6 (+46.2%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.