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BOULDER ASSET MANAGEMENT
Legal name: STARK RICHARD JOSEPH
CRD 107636File 801-39066
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$426.1M
Below cohort median (national)
Discretionary AUM
$426.1M
Clients
66
178 accounts
Employees
4
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 21, 1991
- Principal office
- 9785 MAROON CIRCLE, SUITE 130, ENGLEWOOD, CO, 80112
- Phone
- 303-779-8772
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $426.1M
- Discretionary AUM
- $426.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 178
- Non-discretionary accounts
- 0
- Total accounts
- 178
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $426.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 67 | 66 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $486,925,433 | $426,099,643 | decreased by$60,825,790 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 229 | 178 | decreased by51 |
| May 1, 2022 | AUM | $582,585,034 | $486,925,433 | decreased by$95,659,601 |
| May 1, 2022 | Accounts | 244 | 229 | decreased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOULDER ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOULDER ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.