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2115 South Birch Street, Denver, CO 80222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caddis Capital Investments | Littleton | CO | 10/2013 | 03/2017 |
| Trees Family Office Llc | Denver | CO | 02/2012 | Present |
| Seneca Capital Management, Llc | Denver | CO | 03/2017 | Present |
Name: Trees Family Office, LLC Investment Related: Not investment related Address: 1401 South Milwuakee Street, Denver, CO 80210 Nature of Business: Real Estate Holdings Your Position: Managing Member/Founder Start Date: February 2012 Hours per Month: 5 hours Hours during Trading Hours: 0 hours Duties: Manage personal real estate portfolio Name: Oneida Park Owner, LLC Investment Related: Not investment related Address: 1020 Bonnie Brae Boulevard, Denver, Colorado 80209 Nature of Business: Real Estate Holdings Your Position: Minority General Partner and Limited Partner Start Date: October 2016 Hours per Month: 0 hours Hours during Trading Hours: 0 hours Duties: Passive real estate portfolio
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-09 |
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