SourcingSourcing

REDEFINE VENTURES LLC

C33
CRD 323691·SEC 801-133976·BOULDER, CO
AUM
$1.28B
$1B+
Est. Revenue
$12.8M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REDEFINE VENTURES LLC
CRD
323691
SEC file #
801-133976
EIN
—
DBA names
—

Economics

AUM
$1.28B
AUM band
$1B+
AUM trajectory
'25'26
$469.4M → $1.28B▲ +173%
Client mix
Pooled Investment Vehicles33

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BOULDER CO
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
redefineventures.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Lofgren, Kristofor
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Lofgren, Kristofor
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
REDEFINEVENTURES.COM
Rdap Domain Creation Date
2014-08-19T02:45:29Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4095
Soi Zip Pct 200k Plus
0.235
Soi Zip Returns 200k Plus
3,300
Soi Zip Total AGI
3,071,927
Fdic Zip Total Deposits
1,561,953,000
Fdic Zip Branch Count
65
Fdic Zip Top Banks
Zions Bancorporation, N.A.
Vectra Bank Colorado, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Jpmorgan66
E*trade4
Fdic Zip Branches Raw
Vectra Bank of BoulderBoulder, CO
Vectra Bank of BoulderBoulder, CO
Fdic Zip HHI
2197.7
Fdic Zip Top Bank Share Pct
34.99
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-08-19T02:45:29Z
Rdap Domain Last Changed
2024-08-15T19:23:05Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,197
Returns3,170
Stub 2
AGI85,604
Returns2,310
Stub 3
AGI101,956
Returns1,650
Soi Zip Total Business Income
109,784
Soi Zip Total Cap Gains
826,998
Soi Zip Total Dividends
189,137
Soi Zip Total Returns
14,040
Top Owner CRD
7648553
Trust Company Affiliate
No

People (1)

1
Lofgren, Kristofor
Direct Owner · 87.5%
7648553