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First Source Investment Partners, LLC

● SEC registered since 2022CRD 322893SEC# 801-126595Lone Tree, CO
Export (members)
Reg. AUM
$125.1M
Employees
4
Accounts
417
Location
Lone Tree, CO

First Source Investment Partners, LLC assets under management

First Source Investment Partners, LLC is an investment advisory firm registered with the SEC based in Lone Tree, CO. The firm has been registered since 2022. It reports $125.1 million in regulatory assets under management and employs 4 people.
www.tieronewm.comView on SEC.gov ↗

First Source Investment Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Garret Thomas Jett ControlMember, Chief Compliance Officer50-75%2022
Gregory Allen Dexter ControlMember50-75%2022

Frequently asked questions

How much does First Source Investment Partners, LLC manage?

First Source Investment Partners, LLC reports $125.1 million in regulatory assets under management on its Form ADV.

How many employees does First Source Investment Partners, LLC have?

First Source Investment Partners, LLC reports 4 employees.

Where is First Source Investment Partners, LLC located?

First Source Investment Partners, LLC is based in Lone Tree, CO and has been SEC-registered since 2022.

Does First Source Investment Partners, LLC disclose fund performance?

First Source Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9380 Station Street, Suite 535, Lone Tree, CO 80124
Phone303-858-0000
Office hours8 a.m. To 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.1M
Non-discretionary$0
Total (RAUM)$125.1M