SourcingSourcing

HARRISON STREET PRIVATE WEALTH LLC

C27
CRD 143857·SEC 801-72298·DENVER, CO
AUM
$4.14B
$1B+
Est. Revenue
$41.4M
@ 1% on AUM
Est. EBITDA
$12.4M
@ 30% margin
Est. Deal Value
$99.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARRISON STREET PRIVATE WEALTH LLC
CRD
143857
SEC file #
801-72298
EIN
208672981
DBA names
—

Economics

AUM
$4.14B
AUM band
$1B+
AUM trajectory
'20'26
$4.10B → $4.14B▲ +1%
Client mix
Investment Companies4
Pooled Investment Vehicles3

Operations

Employees (total)
35
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
4 advisors → 11 advisors▲ +175%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
harrisonstpw.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLLIERS VS ACQUISITION LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
COLLIERS VS ACQUISITION LLC
Fete, Timothy, Joseph
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HARRISONSTPW.COM
Rdap Domain Creation Date
2025-04-17T20:56:22Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001542826
Edgar Registered
Yes
Edgar Filing Count
50
Edgar First Filing Date
2012-02-23
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001542826-26-000004
Edgar Former Names
Versus Capital Advisors LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Edgar Addresses
Mailing
5050 S. SYRACUSE ST., SUITE 1100DENVER, CO 80237
Business
5050 S. SYRACUSE ST., SUITE 1100DENVER, CO 80237
Edgar EIN
208672981
Edgar Recent Filings
40-APP2026-05-08 · 0001133228-26-008145
13F-HR2026-04-24 · 0001542826-26-000004
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-17T20:56:22Z
Rdap Domain Last Changed
2025-04-28T20:41:47Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (6)

6
Fete, Timothy, Joseph
Executive Officer · 2.5%
7519242
FRAZIER, CASEY, RYAN
Executive Officer · 2.5%
4603348
FUHS, WILLIAM, RICHARD
Executive Officer · 2.5%
2373777
PETERSEN, BRIAN, SCOTT
Executive Officer · 2.5%
3155234
QUAM, MARK, DONOVAN
Executive Officer · 2.5%
2336106
Jillian Rose Varner
Executive Officer · 2.5%
6087576