Quish is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boulder, CO. Its latest Form ADV filing, dated March 13, 2026, reports $154M in regulatory assets under management, 1 employee, and 13 accounts.
Assets Under Management
$154M
Employees
1
Offices
--
Total Clients
14
Primary office
BOULDER, CO
1123 SPRUCE STREET, SUITE 303, BOULDER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.9% of total clients.
Top client categories% of clientsClients
1
HNWI
92.9%
13
2
Pooled Investment Vehicles
7.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of March 13, 2026
Discretionary100.0%
$154M
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.
Latest AUM$154M
Total Accounts13
10Y AUM Change+$41M (+35.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* 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.