Todd Michael Matheny

Employer firm

Grandeur Peak Global Advisors CRD 158270

$3.80B regulatory AUM

Reported services (Item 5G)

• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 02/2019
  Welton Investment Partners
  New York, NY
• 02/2016 → 02/2019
  Foreside Fund Services, Llc
  New York, NY
• 02/2019 → Present
  Grandeur Peak Global Advisors
  Salt Lake City, UT
• 02/2019 → 02/2019
  Alps Distributors, Inc.
  Denver, CO
• 10/2023 → 10/2024
  Foreside Financial Services, Llc
  Salt Lake City, UT
• 10/2024 → Present
  Northern Lights Distributors, Llc
  Elkhorn, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-25
• S63 Uniform Securities Agent State Law Examination
  2016-04-05

Other Names

• Todd Matheny
• Todd Michael Matheny