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William Robert Haas

Haas Capital Management LLC

Fort Collins, CO

CRD 5893951

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Employer firm

Haas Capital Management LLC CRD 156707

$9.69M regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Haas Capital Management Llc

1994 Kinnison Drive, Fort Collins, CO 80526 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-03-01
CO RA APPROVED 2011-08-09
  • TX RA
    APPROVED_RES
    Since 2012-03-01
  • CO RA
    APPROVED
    Since 2011-08-09

Branch Locations

1994 Kinnison Drive, Fort Collins, CO 80526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Fort Collins CO 11/2007 Present
  • 11/2007 → Present
    Self Employed
    Fort Collins, CO
Other Businesses

SOLE PROPRIETERSHIPS - NO SEPERATE NAME. #1 TREE FARMING (ONCE KNOWN AS SPRING CREEK TREE FARM LLC), 1994 KINNISON DR, FC 80526, SINCE 2000, 20 HOURS/MONTH, NOT MORE THAN 50% DURING TRADING HOURS. #2 CONSULTING, 1994 KINNISON DR, FC 80526, SINCE 2007, 5 HOURS/MONTH, NOT MORE THAN 70% DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-11
  • S65 Uniform Investment Adviser Law Examination
    2011-03-11

View on SEC IAPD

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