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720 S. Colorado Blvd Suite 730-S, Denver, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-08-29 |
| MO | RA | APPROVED | 1996-03-11 |
Branch Locations
720 S. Colorado Blvd Suite 730-S, Denver, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towle & Co. | Denver | CO | 10/1994 | Present |
1) Miller Homestead - investment related; c/o Streamline Family Office, PO Box 823, Dover, MA 02030.; Director, President, Treasurer and minority shareholder; c. 1980; < one hour/month; 0 hours during trading day; involved with farming, investments, provides supervisory and governance oversight. 2) Front Range LLC - c/o Streamline Family Office, PO Box 823, Dover, MA 02030.; LLC used to purchase rental property; manager and 100% owner; June 2018; < one hour/month; 0 hours during trading day; oversight. 3) Confluent Holdings, LLC - investment related; 7733 Forsyth Blvd, St. Louis, MO 63105; a St. Louis-based holding company that acquires and builds small businesses throughout the U.S.; Member of the Investment Advisory Committee; July 2021; 1-2 hours per year; 1-2 hours per year during trading hours; the Investment Advisory Committee reviews third party valuations and will need to be consulted with and provide formal approval of any matters related to conflicts of interest or dissolution of the company. 4) Wishwood, LLC - investment related; c/o Streamline Family Office, PO Box 823, Dover, MA 02030.; a single member LLC formed to hold private investments; Manager; July 2021; a few hours/year; a few hours/year during trading hours; will make all decisions with respect to the Company' s business and to take all actions necessary to carry out such decisions. 5) Towle Trust Lubbock TX - Trustee; 1107 Ave K, Lubbock, TX 79401; start date 11/16/2021; five hour/year; 0 hours during trading day; signs leases related to mineral rights. 6) W.L. Ellwood Trust - Trustee; 1107 Ave K, Lubbock, TX 79401; start date 10/01/2022; two hours/year; 0 hours during trading day; signs leases related to mineral rights. 7) The Miller Project, LLC - Investment related; c/o Streamline Family Office, PO Box 823, Dover, MA 02030; Power of Attorney for the Manager of the Miller Project, LLC; start date 09/26/2023; approximately one hour/month; 0 hours during trading day; will make financial and administrative decisions for the entity and provide long-term financial support and management services to the Miller Homestead.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-17 |
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