Chief Investment Officer · Collegiate Peaks Asset Management, LLC
Michael L. O'Shea
CRD 4434470 · Named on Form ADV at one SEC-registered adviser
At a glance
Collegiate Peaks Asset Management, LLC, an SEC-registered asset manager based in Denver, CO with $365 million in regulatory assets, lists Michael L. O'Shea on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Collegiate Peaks Asset Management, LLCChief Investment OfficerAsset manager · Denver, CO · $365M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joseph M. RusbarskyChief Compliance Officer, Collegiate Peaks Asset Management, LLC
- Charles E. LaarsenChief Operating Officer, Collegiate Peaks Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.