Propolis Capital Management, LLC is an adviser based in Steamboat Springs. It manages $11.46 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Colorado.
Propolis Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Propolis Capital Management, LLC is $11.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Propolis Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steven Philip Southworth has been acting as President since 1 Apr 2000. Andrea Lynn Cisneros joined the executive team most recently as the Chief Compliance Officer.
The principal office where Propolis Capital Management, LLC performs its advisory services is located at 1205 Hilltop Pkwy., Steamboat Springs, CO 80487, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 970-871-1015 or by fax 970-871-1016. The normal business hours are 7:00 - 4:00 mst on Monday - Friday.