Quish
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$154,181,658
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
13
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$11,860,128
About
The firm provides personalized, confidential financial planning and discretionary investment management primarily to complex multi-generational families, their trusts and estates, and selected charitable organizations. It offers broader planning advice on tax, insurance, cash flow and estate matters in addition to portfolio oversight and ongoing client reporting, and as of year‑end manages approximately $154.2 million for a small number of clients.
Portfolios combine traditional public securities with exposure to alternative investments, including hedge funds and private equity, and the firm conducts manager due diligence and quantitative screening for those commitments. The adviser also sponsors and acts as general partner and private fund adviser to Mapleton Fund, LP (a fund‑of‑hedge‑funds), with third‑party administration and an annual independent audit; clients are not charged additional advisory fees by the firm for investments in that fund.
Notably, the firm’s role as a fund sponsor and manager of pooled vehicles — including technical custody responsibilities for Mapleton Fund, LP and use of an independent gatekeeper for fund disbursements — is uncommon among peers. The practice is fee‑only on a percentage‑of‑AUM basis and focuses on high‑net‑worth, institutional‑scale relationships (affiliated accounts generally total at least $10 million), rather than on non‑high‑net‑worth individual clients.
Client services
Financial planning
Portfolio management
Estate planning, tax planning, retirement planning
Estate planning, tax planning, retirement planning
Expertise
Private / alternative investments
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Intergenerational Families
Fee options
$0+: 0.75% to 1.5% annually (negotiable based on financial planning work and client relationship) $0+: 1% annually for Mapleton Fund, LP
Account minimum: $10 million Fee-only: Fees based solely on assets under management; no commissions or performance-based fees
Main office location
Quish
1123 Spruce Street, Suite 303
Boulder CO 80302, United States
Number of offices
1
Most active in
Quish has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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