MONTICELLO ASSOCIATES
- Addresses
-
109 STATE STREET SUITE 401, BOSTON, MA 02109
1200 17TH ST STE 2600, DENVER
1200 17TH ST STE 2600, DENVER, CO 80202
1200 17TH STREET, DENVER
1200 17TH STREET, DENVER, CO 80202
1200 17TH STREET 2600, DENVER, CO 80202
1200 17TH STREET STE 2600, DENVER, CO 80202
1200 17TH STREET SUITE 2600, DENVER, CO 80202
1200 17th St, Denver, CO 80202
+32 more - Service
- INVESTMENT CONSULTANT
- Total reported
- $64,781,498
- Website
- Find website (990s don't list vendor websites; this searches DuckDuckGo)
Who paid them
| Year | Organization | Service | Location | Paid | Filing |
|---|---|---|---|---|---|
| 2025 | CLYFFORD STILL MUSEUM FOUNDATION | ADVISORY SVCS | DENVER, CO | $140,000 | view original ↗ |
| 2024 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $800,000 | view original ↗ |
| 2024 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $600,000 | view original ↗ |
| 2024 | GOTTESMAN FUND | CONSULTING | DENVER, CO | $475,000 | view original ↗ |
| 2024 | MAINE COMMUNITY FOUNDATION INC | Investment consulting | Denver, CO | $406,250 | view original ↗ |
| 2024 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSULTANT | DENVER, CO | $368,750 | view original ↗ |
| 2024 | OAK SPRING GARDEN FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $300,000 | view original ↗ |
| 2024 | TEMPLE HOYNE BUELL FOUNDATION | INVESTMENT ADVI | DENVER, CO | $300,000 | view original ↗ |
| 2024 | CARROLL PETRIE FOUNDATION | INVESTMENT ADVISORY SERVICES | DENVER, CO | $300,000 | view original ↗ |
| 2024 | VEALE FOUNDATION | INVESTMENT ADVISORS | DENVER, CO | $255,500 | view original ↗ |
| 2024 | DENVER ART MUSEUM FOUNDATION | INVST ADVISOR | DENVER, CO | $175,000 | view original ↗ |
| 2024 | EDWARD M ARMFIELD SR FOUNDATION INC | ASSET MANAGEMENT CONSULTANT | DENVER, CO | $137,500 | view original ↗ |
| 2024 | CLYFFORD STILL MUSEUM FOUNDATION | ADVISORY SVCS | DENVER, CO | $128,750 | view original ↗ |
| 2024 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2024 | PRITZKER FAMILY PHILANTHROPIC FUND | CONSULTING | DENVER, CO | $115,000 | view original ↗ |
| 2024 | MERTZ GILMORE FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $100,000 | view original ↗ |
| 2024 | WELFARE FOUNDATION INC | INVESTMENT ADVICE | CLEVELAND, OH | $100,000 | view original ↗ |
| 2024 | THE ANNA AND JOHN J SIE FOUNDATION | INVEST. ADVISOR | DENVER, CO | $75,000 | view original ↗ |
| 2024 | MYRON STRATTON HOME | Investment Managemen | DENVER, CO | $70,000 | view original ↗ |
| 2024 | MARIPOSA FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $50,000 | view original ↗ |
| 2024 | 444 S FOUNDATION | INVESTMENT MGMT | BOSTON, MA | $50,000 | view original ↗ |
| 2023 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $750,000 | view original ↗ |
| 2023 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $600,000 | view original ↗ |
| 2023 | GOTTESMAN FUND | CONSULTING | DENVER, CO | $570,000 | view original ↗ |
| 2023 | OAK SPRING GARDEN FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $300,000 | view original ↗ |
| 2023 | TEMPLE HOYNE BUELL FOUNDATION | INVESTMENT ADVI | DENVER, CO | $300,000 | view original ↗ |
| 2023 | CARROLL PETRIE FOUNDATION | Investment advisory services | Denver, CO | $300,000 | view original ↗ |
| 2023 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSULTANT | DENVER, CO | $295,000 | view original ↗ |
| 2023 | MAINE COMMUNITY FOUNDATION INC | Investment consulting | Denver, CO | $243,750 | view original ↗ |
| 2023 | VEALE FOUNDATION | INVESTMENT ADVISORS | DENVER, CO | $243,000 | view original ↗ |
| 2023 | POLISH-AMERICAN FREEDOM FOUNDATION | INVESTMENT MANAGER | DENVER, CO | $225,000 | view original ↗ |
| 2023 | WELFARE FOUNDATION INC | INVESTMENT ADVICE | CLEVELAND, OH | $200,000 | view original ↗ |
| 2023 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $200,000 | view original ↗ |
| 2023 | DENVER ART MUSEUM FOUNDATION | INVST ADVISOR | DENVER, CO | $175,000 | view original ↗ |
| 2023 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment Fees | Denver, CO | $150,000 | view original ↗ |
| 2023 | THE GREENWICH HOSPITAL ENDOWMENT FUND | INVESTMENT MANAGEMENT | DENVER, CO | $143,750 | view original ↗ |
| 2023 | ALBERT L UELTSCHI FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $142,500 | view original ↗ |
| 2023 | EDWARD M ARMFIELD SR FOUNDATION INC | ASSET MANAGEMENT CONSULTANT | DENVER, CO | $137,500 | view original ↗ |
| 2023 | CLYFFORD STILL MUSEUM FOUNDATION | ADVISORY SVCS | DENVER, CO | $125,000 | view original ↗ |
| 2023 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2023 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $125,000 | view original ↗ |
| 2023 | PRITZKER FAMILY PHILANTHROPIC FUND | CONSULTING | DENVER, CO | $117,500 | view original ↗ |
| 2023 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | Investment Management | Denver, CO | $117,500 | view original ↗ |
| 2023 | MERTZ GILMORE FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $100,000 | view original ↗ |
| 2023 | THE ANNA AND JOHN J SIE FOUNDATION | INVEST. ADVISOR | DENVER, CO | $75,000 | view original ↗ |
| 2023 | 444 S FOUNDATION | INVESTMENT MGMT | BOSTON, MA | $50,000 | view original ↗ |
| 2023 | MARIPOSA FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $50,000 | view original ↗ |
| 2022 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $750,000 | view original ↗ |
| 2022 | ACCESSLEX INSTITUTE | INVESTMENT SERVICES | DENVER, CO | $625,000 | view original ↗ |
| 2022 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $600,000 | view original ↗ |
| 2022 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $500,000 | view original ↗ |
| 2022 | MAINE COMMUNITY FOUNDATION INC | Investment consulting | Denver, CO | $406,250 | view original ↗ |
| 2022 | WHITNEY MUSEUM OF AMERICAN ART | INVESTMENT ADVISORY CONSULTANT | DENVER, CO | $340,000 | view original ↗ |
| 2022 | OAK SPRING GARDEN FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $300,000 | view original ↗ |
| 2022 | TEMPLE HOYNE BUELL FOUNDATION | INVESTMENT ADVI | DENVER, CO | $300,000 | view original ↗ |
| 2022 | CARROLL PETRIE FOUNDATION | Investment advisory services | Denver, CO | $300,000 | view original ↗ |
| 2022 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSULTANT | DENVER, CO | $295,000 | view original ↗ |
| 2022 | POLISH-AMERICAN FREEDOM FOUNDATION | INVESTMENT MANAGER | DENVER, CO | $225,000 | view original ↗ |
| 2022 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $200,000 | view original ↗ |
| 2022 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment Fees | Denver, CO | $200,000 | view original ↗ |
| 2022 | VEALE FOUNDATION | INVESTMENT ADVISORS | DENVER, CO | $182,250 | view original ↗ |
| 2022 | DENVER ART MUSEUM FOUNDATION | INVST ADVISOR | DENVER, CO | $175,000 | view original ↗ |
| 2022 | WELFARE FOUNDATION INC | INVESTMENT ADVICE | CLEVELAND, OH | $175,000 | view original ↗ |
| 2022 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT MANAGEMENT | DENVER, CO | $175,000 | view original ↗ |
| 2022 | EDWARD M ARMFIELD SR FOUNDATION INC | ASSET MANAGEMENT CONSULTANT | DENVER, CO | $125,000 | view original ↗ |
| 2022 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2022 | CLYFFORD STILL MUSEUM FOUNDATION | ADVISORY SVCS | DENVER, CO | $125,000 | view original ↗ |
| 2022 | THE GREENWICH HOSPITAL ENDOWMENT FUND | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2022 | PRITZKER FAMILY PHILANTHROPIC FUND | CONSULTING | DNEVER, CO | $117,000 | view original ↗ |
| 2022 | MERTZ GILMORE FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $100,000 | view original ↗ |
| 2022 | THE ANNA AND JOHN J SIE FOUNDATION | INVEST. ADVISOR | DENVER, CO | $75,000 | view original ↗ |
| 2022 | CATENA FOUNDATION | INVESTMENTS | DENVER, CO | $57,500 | view original ↗ |
| 2022 | 444 S FOUNDATION | INVESTMENT MGMT | BOSTON, MA | $50,000 | view original ↗ |
| 2022 | MARIPOSA FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $50,000 | view original ↗ |
| 2021 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $750,000 | view original ↗ |
| 2021 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $600,000 | view original ↗ |
| 2021 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $500,000 | view original ↗ |
| 2021 | ACCESSLEX INSTITUTE | INVESTMENT SERVICES | DENVER, CO | $500,000 | view original ↗ |
| 2021 | WHITNEY MUSEUM OF AMERICAN ART | INVESTMENT ADVISORY COUNSULTANT | DENVER, CO | $340,000 | view original ↗ |
| 2021 | MAINE COMMUNITY FOUNDATION INC | Investment consulting | Denver, CO | $325,000 | view original ↗ |
| 2021 | OAK SPRING GARDEN FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $300,000 | view original ↗ |
| 2021 | CARROLL PETRIE FOUNDATION | Investment advisory services | Denver, CO | $300,000 | view original ↗ |
| 2021 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSULTANT | DENVER, CO | $295,000 | view original ↗ |
| 2021 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSULTANT | DENVER, CO | $295,000 | view original ↗ |
| 2021 | TEMPLE HOYNE BUELL FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $287,500 | view original ↗ |
| 2021 | WHITMAN COLLEGE BOARD OF TRUSTEES | CONSULTING - INVESTMENT MANAGEMENT | DENVER, CO | $250,000 | view original ↗ |
| 2021 | MINNEAPOLIS SOCIETY OF FINE ARTS | ASSET MGMT FEES | DENVER, CO | $250,000 | view original ↗ |
| 2021 | VEALE FOUNDATION | INVESTMENT ADVISORS | DENVER, CO | $243,000 | view original ↗ |
| 2021 | CATENA FOUNDATION | INVESTMENTS | DENVER, CO | $230,000 | view original ↗ |
| 2021 | POLISH-AMERICAN FREEDOM FOUNDATION | INVESTMENT MANAGER | DENVER, CO | $225,000 | view original ↗ |
| 2021 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $200,000 | view original ↗ |
| 2021 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment fees | Denver, CO | $200,000 | view original ↗ |
| 2021 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT MANAGEMENT | DENVER, CO | $175,000 | view original ↗ |
| 2021 | DENVER ART MUSEUM FOUNDATION | INVST ADVISOR | DENVER, CO | $150,000 | view original ↗ |
| 2021 | WELFARE FOUNDATION INC | INVESTMENT ADVICE | CLEVELAND, OH | $125,000 | view original ↗ |
| 2021 | CLYFFORD STILL MUSEUM FOUNDATION | Investment Advisory Services | Denver, CO | $125,000 | view original ↗ |
| 2021 | THE GREENWICH HOSPITAL ENDOWMENT FUND | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2021 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2021 | MERTZ GILMORE FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $100,000 | view original ↗ |
| 2021 | EDWARD M ARMFIELD SR FOUNDATION INC | ASSET MANAGEMENT CONSULTANT | DENVER, CO | $93,750 | view original ↗ |
| 2021 | THE ANNA AND JOHN J SIE FOUNDATION | Investment advisor | Denver, CO | $75,000 | view original ↗ |
| 2021 | 444 S FOUNDATION | INVESTMENT MGMT | BOSTON, MA | $50,000 | view original ↗ |
| 2021 | MERLE CHAMBERS FUND | Investment advisor | Denver, CO | $50,000 | view original ↗ |
| 2021 | MARIPOSA FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $50,000 | view original ↗ |
| 2020 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $750,000 | view original ↗ |
| 2020 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $550,000 | view original ↗ |
| 2020 | ROBERT R MCCORMICK FOUNDATION | INVESTMENT ADVISORY SERVICES | DENVER, CO | $528,000 | view original ↗ |
| 2020 | ACCESSLEX INSTITUTE | INVESTMENT SERVICES | DENVER, CO | $500,000 | view original ↗ |
| 2020 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $500,000 | view original ↗ |
| 2020 | MAINE COMMUNITY FOUNDATION INC | Investment consulting | Denver, CO | $379,167 | view original ↗ |
| 2020 | TRUSTEES OF PHILLIPS ACADEMY | INVESTMENT ADVISORY | DENVER, CO | $350,000 | view original ↗ |
| 2020 | WHITNEY MUSEUM OF AMERICAN ART | INVESTMENT CONSULTANT | DENVER, CO | $340,000 | view original ↗ |
| 2020 | OAK SPRING GARDEN FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $300,000 | view original ↗ |
| 2020 | CARROLL PETRIE FOUNDATION | Advisory | Denver, CO | $300,000 | view original ↗ |
| 2020 | DENVER FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $300,000 | view original ↗ |
| 2020 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSULTANT | DENVER, CO | $295,000 | view original ↗ |
| 2020 | WHITMAN COLLEGE BOARD OF TRUSTEES | CONSULTING | DENVER, CO | $250,000 | view original ↗ |
| 2020 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $250,000 | view original ↗ |
| 2020 | TEMPLE HOYNE BUELL FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $250,000 | view original ↗ |
| 2020 | VEALE FOUNDATION | INVESTMENT ADVISORS | DENVER, CO | $243,000 | view original ↗ |
| 2020 | CATENA FOUNDATION | INVESTMENTS | DENVER, CO | $230,000 | view original ↗ |
| 2020 | POLISH-AMERICAN FREEDOM FOUNDATION | INVESTMENT MANAGER | DENVER, CO | $225,000 | view original ↗ |
| 2020 | HYDE AND WATSON FOUNDATION | INVESTMENT CONSULTING SERVICES | BOSTON, MA | $200,000 | view original ↗ |
| 2020 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment fees | Denver, CO | $200,000 | view original ↗ |
| 2020 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT MANAGEMENT | DENVER, CO | $175,000 | view original ↗ |
| 2020 | EDWARD M ARMFIELD SR FOUNDATION INC | ASSET MANAGEMENT CONSULTANT | DENVER, CO | $156,250 | view original ↗ |
| 2020 | DENVER ART MUSEUM FOUNDATION | INVSTMENT ADVISOR | DENVER, CO | $150,000 | view original ↗ |
| 2020 | CLYFFORD STILL MUSEUM FOUNDATION | Investment Advisory Services | Denver, CO | $125,000 | view original ↗ |
| 2020 | WELFARE FOUNDATION INC | INVESTMENT ADVICE | CLEVELAND, OH | $125,000 | view original ↗ |
| 2020 | THE GREENWICH HOSPITAL ENDOWMENT FUND | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2020 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2020 | MERTZ GILMORE FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $100,000 | view original ↗ |
| 2020 | THE ANNA AND JOHN J SIE FOUNDATION | Investment advisor | Denver, CO | $75,000 | view original ↗ |
| 2020 | BONFILS-STANTON FOUNDATION | Investment advisor | Denver, CO | $56,250 | view original ↗ |
| 2020 | MERLE CHAMBERS FUND | Investment advisor | Denver, CO | $50,000 | view original ↗ |
| 2020 | MARIPOSA FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $50,000 | view original ↗ |
| 2020 | 444 S FOUNDATION | INVESTMENT MGMT | BOSTON, MA | $50,000 | view original ↗ |
| 2019 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $730,000 | view original ↗ |
| 2019 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $508,333 | view original ↗ |
| 2019 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $500,000 | view original ↗ |
| 2019 | ACCESSLEX INSTITUTE | Investment Services | DENVER, CO | $500,000 | view original ↗ |
| 2019 | FAUQUIER HEALTH FOUNDATION | INVESTMENT ADVISORY SERVICES | DENVER, CO | $375,000 | view original ↗ |
| 2019 | TRUSTEES OF PHILLIPS ACADEMY | INVESTMENT ADVISORY | DENVER, CO | $350,000 | view original ↗ |
| 2019 | VEALE FOUNDATION | INVESTMENT ADVISORS | DENVER, CO | $303,750 | view original ↗ |
| 2019 | DENVER FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $300,000 | view original ↗ |
| 2019 | POLK BROS FOUNDATION INC | INVESTMENT CONSULTANT | DENVER, CO | $300,000 | view original ↗ |
| 2019 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSULTANT | DENVER, CO | $295,000 | view original ↗ |
| 2019 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $250,000 | view original ↗ |
| 2019 | CARROLL PETRIE FOUNDATION | Advisory | Denver, CO | $250,000 | view original ↗ |
| 2019 | OAK SPRING GARDEN FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $225,000 | view original ↗ |
| 2019 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT MANAGEMENT | DENVER, CO | $218,750 | view original ↗ |
| 2019 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment fees | Denver, CO | $200,000 | view original ↗ |
| 2019 | CATENA FOUNDATION | INVESTMENTS | DENVER, CO | $147,500 | view original ↗ |
| 2019 | DENVER ART MUSEUM FOUNDATION | INVSTMENT ADVISOR | DENVER, CO | $144,164 | view original ↗ |
| 2019 | EDWARD M ARMFIELD SR FOUNDATION INC | ASSET MANAGEMENT CONSULTANT | DENVER, CO | $125,000 | view original ↗ |
| 2019 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2019 | CLYFFORD STILL MUSEUM FOUNDATION | Investment Advisory Services | Denver, CO | $125,000 | view original ↗ |
| 2019 | THE ANNA AND JOHN J SIE FOUNDATION | Investment advisor | Denver, CO | $75,000 | view original ↗ |
| 2019 | BONFILS-STANTON FOUNDATION | Asset Management | Denver, CO | $75,000 | view original ↗ |
| 2019 | MARIPOSA FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $50,000 | view original ↗ |
| 2019 | 444 S FOUNDATION | INVESTMENT MGMT | BOSTON, MA | $12,500 | view original ↗ |
| 2018 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $690,000 | view original ↗ |
| 2018 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $500,000 | view original ↗ |
| 2018 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $366,667 | view original ↗ |
| 2018 | TRUSTEES OF PHILLIPS ACADEMY | INVESTMENT ADVISORS | DENVER, CO | $350,000 | view original ↗ |
| 2018 | FAUQUIER HEALTH FOUNDATION | INVESTMENT ADVISORY SERVICES | DENVER, CO | $275,000 | view original ↗ |
| 2018 | WHITMAN COLLEGE BOARD OF TRUSTEES | Investment Management | Denver, CO | $250,000 | view original ↗ |
| 2018 | DENVER FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $250,000 | view original ↗ |
| 2018 | VEALE FOUNDATION | INVESTMENT ADVISORS | DENVER, CO | $218,000 | view original ↗ |
| 2018 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment fees | Denver, CO | $200,000 | view original ↗ |
| 2018 | MONTANA HEALTHCARE FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2018 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $187,500 | view original ↗ |
| 2018 | DENVER ART MUSEUM FOUNDATION | INVSTMENT ADVISOR | DENVER, CO | $144,489 | view original ↗ |
| 2018 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT MANAGEMENT | DENVER, CO | $131,250 | view original ↗ |
| 2018 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2018 | CLYFFORD STILL MUSEUM FOUNDATION | Investment Advisory Services | Denver, CO | $125,000 | view original ↗ |
| 2018 | EDWARD M ARMFIELD SR FOUNDATION INC | ASSET MANAGEMENT CONSULTANT | DENVER, CO | $125,000 | view original ↗ |
| 2018 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2018 | THE ANNA AND JOHN J SIE FOUNDATION | Investment advisor | Denver, CO | $75,000 | view original ↗ |
| 2018 | MERLE CHAMBERS FUND | Investment advisor | Denver, CO | $50,000 | view original ↗ |
| 2018 | MARIPOSA FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $50,000 | view original ↗ |
| 2017 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $670,000 | view original ↗ |
| 2017 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $500,000 | view original ↗ |
| 2017 | OAK SPRING GARDEN FOUNDATION | INVESTMENT ADVI | DENVER, CO | $375,000 | view original ↗ |
| 2017 | COLLEGE OF WOOSTER | Investment Consulting | Denver, CO | $360,000 | view original ↗ |
| 2017 | TRUSTEES OF PHILLIPS ACADEMY | INVESTMENT ADVISORS | DENVER, CO | $350,000 | view original ↗ |
| 2017 | DENVER FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $250,000 | view original ↗ |
| 2017 | FHI SERVICES | INVESTMENT ADVISORY SERVICES | DENVER, CO | $250,000 | view original ↗ |
| 2017 | MINNEAPOLIS SOCIETY OF FINE ARTS | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2017 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment fees | Denver, CO | $200,000 | view original ↗ |
| 2017 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT MANAGEMENT | DENVER, CO | $175,000 | view original ↗ |
| 2017 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $150,000 | view original ↗ |
| 2017 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2017 | EDWARD M ARMFIELD SR FOUNDATION INC | ASSET MANAGEMENT CONSULTANT | DENVER, CO | $125,000 | view original ↗ |
| 2017 | MARIPOSA FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $50,000 | view original ↗ |
| 2016 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | Advisory Services | Denver, CO | $670,000 | view original ↗ |
| 2016 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $500,000 | view original ↗ |
| 2016 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $400,000 | view original ↗ |
| 2016 | TRUSTEES OF PHILLIPS ACADEMY | INVESTMENT ADVISORS | DENVER, CO | $350,000 | view original ↗ |
| 2016 | DENVER FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $250,000 | view original ↗ |
| 2016 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | investment Management | denver, CO | $220,497 | view original ↗ |
| 2016 | MONTANA HEALTHCARE FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2016 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $150,000 | view original ↗ |
| 2016 | MINNEAPOLIS SOCIETY OF FINE ARTS | INVESTMENT ADVISOR | DENVER, CO | $150,000 | view original ↗ |
| 2016 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment fees | Denver, CO | $150,000 | view original ↗ |
| 2016 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2016 | CLYFFORD STILL MUSEUM FOUNDATION | Investment Advisory Services | Denver, CO | $118,750 | view original ↗ |
| 2016 | MYRON STRATTON HOME | INVESTMENT CONS | DENVER, CO | $70,000 | view original ↗ |
| 2015 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $542,500 | view original ↗ |
| 2015 | ELBRIDGE STUART FOUNDATION | INVESTMENT MGMT. | DENVER, CO | $500,000 | view original ↗ |
| 2015 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $400,000 | view original ↗ |
| 2015 | TRUSTEES OF PHILLIPS ACADEMY | INVESTMENT ADVISORS | DENVER, CO | $350,000 | view original ↗ |
| 2015 | WHITMAN COLLEGE BOARD OF TRUSTEES | Consultant | Denver, CO | $312,500 | view original ↗ |
| 2015 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment fees | Denver, CO | $250,000 | view original ↗ |
| 2015 | DENVER FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $250,000 | view original ↗ |
| 2015 | MONTANA HEALTHCARE FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2015 | MONTANA HEALTHCARE FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2015 | MINNEAPOLIS SOCIETY OF FINE ARTS | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2015 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT MANAGEMENT | DENVER, CO | $197,791 | view original ↗ |
| 2015 | TEMPLE HOYNE BUELL FOUNDATION | INVESTMENT MANAGER | DENVER, CO | $145,000 | view original ↗ |
| 2015 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2015 | AMERICAN ACADEMY IN ROME | INVESTMENT MANAGEMENT | DENVER, CO | $125,000 | view original ↗ |
| 2015 | THE ANNA AND JOHN J SIE FOUNDATION | Investment advisor | Denver, CO | $75,000 | view original ↗ |
| 2014 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | DENVER, CO | $500,000 | view original ↗ |
| 2014 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $400,000 | view original ↗ |
| 2014 | TRUSTEES OF PHILLIPS ACADEMY | INVESTMENT ADVISORS | DENVER, CO | $350,000 | view original ↗ |
| 2014 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSLT. | DENVER, CO | $295,000 | view original ↗ |
| 2014 | WHITMAN COLLEGE BOARD OF TRUSTEES | Consultant | Denver, CO | $250,000 | view original ↗ |
| 2014 | MINNEAPOLIS SOCIETY OF FINE ARTS | INVESTMENT ADVISOR | DENVER, CO | $250,000 | view original ↗ |
| 2014 | DENVER FOUNDATION | INVESTMENT CONSULTANT | DENVER, CO | $250,000 | view original ↗ |
| 2014 | JAMES MADISON UNIVERSITY FOUNDATION INC | Investment management and custody fees | Denver, CO | $200,000 | view original ↗ |
| 2014 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $170,191 | view original ↗ |
| 2014 | MONTANA HEALTHCARE FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $150,000 | view original ↗ |
| 2014 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $150,000 | view original ↗ |
| 2014 | MONTANA HEALTHCARE FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $150,000 | view original ↗ |
| 2014 | ESB CHARITABLE FOUNDATION | INVESTMENT ADVISORS | DENVER, CO | $100,000 | view original ↗ |
| 2014 | THE ANNA AND JOHN J SIE FOUNDATION | Investment advisor | Denver, CO | $56,250 | view original ↗ |
| 2014 | WINSLOW FOUNDATION | INVESTMENT COUNSEL | DENVER, CO | $56,250 | view original ↗ |
| 2013 | ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | ADVISORY SERVICES | $500,000 | view original ↗ | |
| 2013 | THE CLEVELAND FOUNDATION | INVESTMENT Advisor | $400,000 | view original ↗ | |
| 2013 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | $400,000 | view original ↗ | |
| 2013 | TRUSTEES OF PHILLIPS ACADEMY | INVESTMENT ADVISORS | $350,000 | view original ↗ | |
| 2013 | GERALDINE R DODGE FOUNDATION INCORPORATED | INVESTMENT CONSLT. | DENVER | $255,000 | view original ↗ |
| 2013 | DENVER FOUNDATION | INVESTMENT CONSULTANT | $250,000 | view original ↗ | |
| 2013 | WHITMAN COLLEGE BOARD OF TRUSTEES | INVESTMENT CONSULTING SERVICES | $250,000 | view original ↗ | |
| 2013 | MINNEAPOLIS SOCIETY OF FINE ARTS | INVESTMENT ADVISOR | $200,000 | view original ↗ | |
| 2013 | HESS FOUNDATION INC | INVESTMENT MANAGEMENT | DENVER | $150,000 | view original ↗ |
| 2013 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | $150,000 | view original ↗ | |
| 2013 | UNIVERSITY OF WYOMING FOUNDATION | PROFESSIONAL | $150,000 | view original ↗ | |
| 2013 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT CONSULTING | $131,250 | view original ↗ | |
| 2013 | THACHER SCHOOL INC | Investment Advisor | $125,000 | view original ↗ | |
| 2013 | THE ANNA AND JOHN J SIE FOUNDATION | Investment advisor | Denver | $93,750 | view original ↗ |
| 2013 | WINSLOW FOUNDATION | INVESTMENT COUNSEL | DENVER | $93,750 | view original ↗ |
| 2013 | GARY PHILANTHROPY | INVESTMENT ADVISORY FEES | DENVER | $67,164 | view original ↗ |
| 2012 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $400,000 | view original ↗ |
| 2012 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $400,000 | view original ↗ |
| 2012 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $175,000 | view original ↗ |
| 2012 | MINNEAPOLIS SOCIETY OF FINE ARTS | INVESTMENT ADVISOR | DENVER, CO | $150,000 | view original ↗ |
| 2012 | UNIVERSITY OF WYOMING FOUNDATION | PROFESSIONAL | DENVER, CO | $150,000 | view original ↗ |
| 2012 | COLORADO SCHOOL OF MINES FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $125,000 | view original ↗ |
| 2011 | MINNEAPOLIS SOCIETY OF FINE ARTS | INVESTMENT ADVISOR | DENVER, CO | $250,000 | view original ↗ |
| 2011 | UNIVERSITY OF WYOMING FOUNDATION | PROFESSIONAL | DENVER, CO | $203,285 | view original ↗ |
| 2011 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2011 | VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | INVESTMENT CONSULTING | DENVER, CO | $175,000 | view original ↗ |
| 2010 | MINNEAPOLIS SOCIETY OF FINE ARTS | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2010 | THE CLEVELAND FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $200,000 | view original ↗ |
| 2010 | UNIVERSITY OF WYOMING FOUNDATION | PROFESSIONAL | DENVER, CO | $112,500 | view original ↗ |
| 2009 | UNIVERSITY OF WYOMING FOUNDATION | PROFESSIONAL | DENVER, CO | $150,000 | view original ↗ |
| 2009 | COLORADO SCHOOL OF MINES FOUNDATION | ASSET MANAGEMENT | DENVER, CO | $100,000 | view original ↗ |
Grouped by normalized name; different firms with identical names appear together. Check the addresses.