SourcingSourcing

STARK RICHARD JOSEPH

B63
CRD 107636·SEC 801-39066·ENGLEWOOD, CO
AUM
$426.1M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STARK RICHARD JOSEPH
CRD
107636
SEC file #
801-39066
EIN
—
DBA names
Boulder Asset Management

Economics

AUM
$426.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$495.0M → $426.1M▼ -14%
Client mix
Individuals High Net Worth66

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
ENGLEWOOD CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/28/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STARK, JANE, LINDA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STARK, JANE, LINDA
STARK, RICHARD, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6488849
Trust Company Affiliate
No

People (2)

2
STARK, JANE, LINDA
Direct Owner · 62.5%
6488849
STARK, RICHARD, JOSEPH
Direct Owner · 62.5%
4368264