SourcingSourcing

CLASS VI VENTURES, LLC

C24
CRD 328904·SEC 801-129137·DENVER, CO
AUM
$14.9M
<$25M
Est. Revenue
$149K
@ 1% on AUM
Est. EBITDA
$45K
@ 30% margin
Est. Deal Value
$358K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLASS VI VENTURES, LLC
CRD
328904
SEC file #
801-129137
EIN
934189424
DBA names
—

Economics

AUM
$14.9M
AUM band
<$25M
AUM trajectory
'25'26
$8.7M → $14.9M▲ +72%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/03/2026
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
KALTO, INC.
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
KALTO, INC.
LOWELL STREET INVESTMENTS, INC.
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 Cik
0001999531
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2023-11-07
Edgar Last Filing Date
2024-01-16
Edgar Form D Count
2
Edgar Form D Offerings
2024-01-162024-01-16 · 0001999531-24-000001
2023-11-072023-11-07 · 0001999531-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
101 UNIVERSITY BLVD STE 400DENVER, CO 80206
Business
101 UNIVERSITY BLVD STE 400DENVER, CO 80206
Edgar EIN
934189424
Edgar Recent Filings
D/A2024-01-16 · 0001999531-24-000001
D2023-11-07 · 0001999531-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
YOUNGER, CHRISTOPHER, JON
IAR · Executive Officer · 2.5%
5626789
JOHN DIETZ FRY
IAR
4572779
JOHN CHRISTOPHER HENDERSON
IAR
7819265