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Asset manager · Denver, CO

Primark Advisors, LLC

SEC-registered investment adviser · CRD 309653 · SEC 801-119013

At a glance

Primark Advisors, LLC is an SEC-registered investment adviser based in Denver, Colorado, with $451 million in regulatory assets under management as of its Form ADV filed August 7, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,732nd of 3,218 asset managers and 8,250th of 17,210 SEC-registered advisers by assets.

Main office 303-529-2200primarkcapital.comLinkedInAs filed on Form ADV

Regulatory AUM
$451M
Rank among asset managers
#1,732 of 3,218
Rank among all SEC RIAs
#8,250 of 17,210
Rank in Colorado
#152 of 359
Clients
1
Accounts
1
Discretionary
100% of AUM
Employees
12
Advisory staff
2
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Primark Advisors, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Primark Advisors, LLC is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer.

Its Form ADV brochure (filed August 2026) names Foreside Financial Services, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.

in of Primark and Meketa Capital’s supervised persons maintain registration with FINRA as registered representatives of Foreside Financial Services LLC, a broker-dealer registered with FINRA and unaffiliated with Meketa Capital or Primark.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Investment companies1$451M100%

Disciplinary disclosures

Primark Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for investment companies
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗primarkcapital.com ↗

AtlasMembers

The full record on Primark Advisors, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 5 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 988 peers of its type and size
Locked
Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Primark Advisors, LLC manage?

Primark Advisors, LLC reports $451 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 7, 2026.

What kind of firm is Primark Advisors, LLC?

Primark Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Primark Advisors, LLC’s clients?

By assets, its largest client types are investment companies ($451 million, 1 clients).

Does Primark Advisors, LLC have any disciplinary history?

Primark Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Primark Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →