RIA Intelligence

MOUNT YALE PORTFOLIO ADVISORS, LLC

CRD #127396 SEC #801-62248 DENVER, CO (303)382-2880
SEC Registered
Total AUM
$850M
Discretionary
$0
Employees
--
Clients
--
Accounts
325

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 7, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING PARTNERNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING PARTNERNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING PARTNERNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING PARTNERNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTORNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING PARTNERNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING PARTNERNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING DIRECTORNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING DIRECTORNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTORNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING DIRECTORNA Control
ANDERSON, GREG, DAVIDICHIEF INVESTMENT OFFICER AND MANAGING DIRECTORNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING PARTNERNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING PARTNERNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING PARTNERNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING PARTNERNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND SENIOR MANAGING DIRECTORNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING PARTNERNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING PARTNERNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING DIRECTORNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING DIRECTORNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND SENIOR MANAGING DIRECTORNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING DIRECTORNA Control
BOWDEN, ROGER, CRAIGIPRESIDENT AND MANAGING DIRECTORNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING PARTNERNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING PARTNERNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING PARTNERNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING PARTNERNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND SENIOR MANAGING DIRECTORNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING PARTNERNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING PARTNERNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING DIRECTORNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING DIRECTORNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND SENIOR MANAGING DIRECTORNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING DIRECTORNA Control
SABRE, JOHN, LEONARDICHIEF EXECUTIVE OFFICER AND MANAGING DIRECTORNA Control
SABRE, MICHAEL, JOSEPHICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA
SABRE, MICHAEL, JOSEPHICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA
SABRE, MICHAEL, JOSEPHICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA
SABRE, MICHAEL, JOSEPHICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA
SABRE, MICHAEL, JOSEPHICHIEF COMPLIANCE OFFICERNA
SABRE, MICHAEL, JOSEPHICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA
SABRE, MICHAEL, JOSEPHICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA
SABRE, MICHAEL, JOSEPHICHIEF COMPLIANCE OFFICERNA
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
MOUNT YALE CAPITAL GROUP LLCDEMEMBERE Control
CHIU, CHONG-CHIN, YENIMEMBERC Control
CHIU, CHONG-CHIN, YENIMEMBERC Control
CHIU, CHONG-CHIN, YENIMEMBERC Control
CHIU, CHONG-CHIN, YENIMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP, LLCF Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP, LLCF Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP, LLCF Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP, LLCF Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP, LLCF Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP, LLCF Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP, LLCF Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP, LLCF Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP, LLCF Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP, LLCF Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP, LLCF Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP, LLCF Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP, LLCF Control
SABRE, JOHN, LEONARDIDALTON CAPITAL, LLCF Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP, LLCF Control
SABRE, JOHN, LEONARDIDALTON CAPITAL, LLCF Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP, LLCF Control
SABRE, JOHN, LEONARDIDALTON CAPITAL, LLCF Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP, LLCF Control
SABRE, JOHN, LEONARDIDALTON CAPITAL, LLCF Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP, LLCF Control
SABRE, JOHN, LEONARDIDALTON CAPITAL, LLCF Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP, LLCF Control
SABRE, JOHN, LEONARDIDALTON CAPITAL, LLCE Control
SABRE, JOHN, LEONARDIDALTON CAPITAL, LLCE Control
SABRE, JOHN, LEONARDIDALTON CAPITAL, LLCE Control
SABRE, LYNN, VIRGINIAIDALTON CAPITAL, LLCE Control
SABRE, LYNN, VIRGINIAIDALTON CAPITAL, LLCE Control
SABRE, LYNN, VIRGINIAIDALTON CAPITAL, LLCE Control
SABRE, LYNN, VIRGINIAIDALTON CAPITAL, LLCE Control
SABRE, LYNN, VIRGINIAIDALTON CAPITAL, LLCE Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP LLCC Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP LLCC Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP LLCC Control
ANDERSON, GREG, DAVIDIMOUNT YALE CAPITAL GROUP LLCC Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP LLCC Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP LLCC Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP LLCC Control
BOWDEN, ROGER, CRAIGIMOUNT YALE CAPITAL GROUP LLCC Control
DALTON CAPITAL, LLCDEMOUNT YALE CAPITAL GROUP, LLCC Control
DALTON CAPITAL, LLCDEMOUNT YALE CAPITAL GROUP, LLCC Control
DALTON CAPITAL, LLCDEMOUNT YALE CAPITAL GROUP, LLCC Control
DALTON CAPITAL, LLCDEMOUNT YALE CAPITAL GROUP, LLCC Control
DALTON CAPITAL, LLCDEMOUNT YALE CAPITAL GROUP, LLCC Control
DALTON CAPITAL, LLCDEMOUNT YALE CAPITAL GROUP, LLCC Control
DALTON CAPITAL, LLCDEMOUNT YALE CAPITAL GROUP, LLCC Control
DALTON CAPITAL, LLCDEMOUNT YALE CAPITAL GROUP, LLCC Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP LLCC Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP LLCC Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP LLCC Control
SABRE, JOHN, LEONARDIMOUNT YALE CAPITAL GROUP LLCC Control

Registrations

Federal

IA
Oct 7, 2005 REGISTERED

Notice Filings (24)

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Address

1125 17TH STREET SUITE 1400
DENVER, CO 80202
USA
Phone: (303)382-2880