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Santa Fe Advisors LLC

● SEC registered since 2018CRD 170872SEC# 801-113760Santa Fe, NM
Export (members)
Reg. AUM
$177.5M
Employees
5
Accounts
220
Location
Santa Fe, NM

Santa Fe Advisors LLC assets under management

Santa Fe Advisors LLC is an SEC-registered investment adviser based in Santa Fe, NM. The firm has been registered since 2018. It reports $177.5 million in regulatory assets under management and employs 5 people.
www.santafeadvisorsllc.comView on SEC.gov ↗

Santa Fe Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
David Bruce Kantor ControlPartner10-25%2014
David Evan Marion ControlPartner25-50%2014
Kristina Elisabeth Alley ControlChief Compliance Officer & Partner25-50%2014

Frequently asked questions

How much does Santa Fe Advisors LLC manage?

Santa Fe Advisors LLC reports $177.5 million in regulatory assets under management on its Form ADV.

How many employees does Santa Fe Advisors LLC have?

Santa Fe Advisors LLC reports 5 employees.

Where is Santa Fe Advisors LLC located?

Santa Fe Advisors LLC is based in Santa Fe, NM and has been SEC-registered since 2018.

Does Santa Fe Advisors LLC disclose fund performance?

Santa Fe Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address330 Garfield Street, Ste. 301, Santa Fe, NM 87501
Phone505-501-6200
Fax505-501-6220
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$172.8M
Non-discretionary$4.6M
Total (RAUM)$177.5M