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Vail Valley Asset Management, LLC CRD 316377
$3.33M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Centennial, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-28 |
| CO | RA | APPROVED | 2021-08-27 |
Branch Locations
Centennial, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vail Valley Asset Management, Llc | Parker | CO | 08/2021 | Present |
| Convex Capital Group, Llc | Parker | CO | 05/2021 | Present |
| Financial Industry Regulatory Authority | Denver | CO | 01/2020 | 05/2021 |
| Financial Industry Regulatory Authority | Denver | CO | 08/2014 | 01/2020 |
| Vvam Capital Partners, Llc | Jupiter | FL | 01/2026 | Present |
Convex Capital Group, LLC; 133 Inkberry Drive, Jupiter, FL, 33458, investment related; Founder and CEO since 5/2021; holding company formed to pursue acquisitions of lower middle market private companies, 5 hr/mo; Owner and Managing Member of VVAM Capital Partners, LLC (CRD No.340233); investment related; 133 Inkberry Drive, Jupiter, FL, 33458; January 2026; adviser to private equity funds; 100 hours/month; 20 hours/week during trading hours
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