INSTITUTE FOR WEALTH MANAGEMENT LLC
Legal name: THE INSTITUTE
CRD #127207 SEC #801-67624 DENVER, CO 303-572-3500
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.1B
Employees
5
Clients
251
Accounts
1,848
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| MADISON PARK HARBOR FUND, LP | Hedge Fund | $22M | 22 | SPICER JEFFRIES LLP |
| MADISON PARK HARBOR FUND, LP | Hedge Fund | $22M | 22 | SPICER JEFFRIES LLP |
| MADISON PARK HARBOR FUND, LP | Hedge Fund | $22M | 22 | SPICER JEFFRIES LLP |
| MADISON PARK HARBOR FUND, LP | Hedge Fund | $22M | 22 | SPICER JEFFRIES LLP |
| MADISON PARK HARBOR FUND, LP | Hedge Fund | $22M | 22 | SPICER JEFFRIES LLP |
| MADISON PARK HARBOR FUND, LP | Hedge Fund | $22M | 22 | SPICER JEFFRIES LLP |
| MADISON PARK HARBOR FUND, LP | Hedge Fund | $22M | 22 | SPICER JEFFRIES LLP |
| MADISON PARK HARBOR FUND, LP | Hedge Fund | $22M | 22 | SPICER JEFFRIES LLP |
| MPWM LEONARD GREEN EQUITY FUND IX, LP | Private Equity Fund | $5.9M | 16 | SPICER JEFFRIES LLP |
| MPWM LEONARD GREEN EQUITY FUND IX, LP | Private Equity Fund | $5.9M | 16 | SPICER JEFFRIES LLP |
| MPWM LEONARD GREEN EQUITY FUND IX, LP | Private Equity Fund | $5.9M | 16 | SPICER JEFFRIES LLP |
| MPWM LEONARD GREEN EQUITY FUND IX, LP | Private Equity Fund | $5.9M | 16 | SPICER JEFFRIES LLP |
| MPWM LEONARD GREEN EQUITY FUND IX, LP | Private Equity Fund | $5.9M | 16 | SPICER JEFFRIES LLP |
TypePrivate Equity Fund
GAV$5.9M
Investors16
AuditorSPICER JEFFRIES LLP
TypePrivate Equity Fund
GAV$5.9M
Investors16
AuditorSPICER JEFFRIES LLP
TypePrivate Equity Fund
GAV$5.9M
Investors16
AuditorSPICER JEFFRIES LLP
TypePrivate Equity Fund
GAV$5.9M
Investors16
AuditorSPICER JEFFRIES LLP
TypePrivate Equity Fund
GAV$5.9M
Investors16
AuditorSPICER JEFFRIES LLP