Ptma Investment Advisors 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 April 30, 2026, reports $104.2B in regulatory assets under management, 157 employees, 13 offices, and 239 accounts.
Assets Under Management
$104.2B
Employees
157
Offices
13 offices
Total Clients
82
Primary office
DENVER, CO
717 17TH STREET, SUITE 1850, DENVER, CO, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentGovernment represent 86.6% of total clients.
Top client categories% of clientsClients
1
Government
86.6%
71
2
Pooled Investment Vehicles
13.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$104.2Bas of April 30, 2026
Discretionary94.9%
$98.9B
95% of total RAUM94.9%
Non-discretionary5.1%
$5.3B
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$104.2B
Total Accounts239
10Y AUM Change+$79.5B (+321.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees157
Clients per Employee1:1
10Y Employee Change+118 (+302.6%)
* 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.