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Causey Public Finance LLC

● SEC registered since 2024CRD 332123SEC# 801-130992
Export (members)
Reg. AUM
$415.8M
Employees
15
Accounts
68
Location

Causey Public Finance LLC assets under management

Causey Public Finance LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $415.8 million in regulatory assets under management and employs 15 people.

Causey Public Finance LLC owners & executives

4 reported
NameTitleOwnershipSince
Dino ZepcanMember & Chief Compliance OfficerUnder 5%2024
Heath Alan Borer ControlMember25-50%2024
Justin Michael Greaser ControlMember25-50%2024
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Frequently asked questions

How much does Causey Public Finance LLC manage?

Causey Public Finance LLC reports $415.8 million in regulatory assets under management on its Form ADV.

How many employees does Causey Public Finance LLC have?

Causey Public Finance LLC reports 15 employees.

Does Causey Public Finance LLC disclose fund performance?

Causey Public Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone720-669-3358
Office hours9:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.3M
Non-discretionary$201.4M
Total (RAUM)$415.8M