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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

C43
CRD 108153·SEC 801-55966·HIGHLANDS RANCH, CO
AUM
$982.2M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
CRD
108153
SEC file #
801-55966
EIN
000000000
DBA names
—

Economics

AUM
$982.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$212.9M → $982.2M▲ +361%
Client mix
Individuals High Net Worth201
Individuals Other43
Corporations17
Charitable Organizations4
Pension Profit Sharing Plans3

Operations

Employees (total)
9
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
HIGHLANDS RANCH CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLOOMSTRAN, CHRISTOPHER, PAUL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BLOOMSTRAN, CHRISTOPHER, PAUL
CHRISTENSEN, CHAD, S
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

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001293803
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2003-07-18
Edgar Last Filing Date
2025-06-10
Edgar Form D Count
13
Edgar Form D Offerings
2025-06-102025-06-10 · 0001293803-25-000001
2024-05-152024-05-15 · 0001293803-24-000001
Edgar Former Names
Semper Augustus Investment Partners L P

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab15
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
200 PLAZA DRIVESUITE 240HIGHLANDS RANCH, CO 80129
Business
200 PLAZA DRIVESUITE 240HIGHLANDS RANCH, CO 80129
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-06-10 · 0001293803-25-000001
D2024-05-15 · 0001293803-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3154454
Trust Company Affiliate
No

People (2)

2
CHRISTENSEN, CHAD, S
IAR · Direct Owner · 62.5%
2866795
BLOOMSTRAN, CHRISTOPHER, PAUL
IAR · Direct Owner · 62.5%
3154454