Propolis Capital Management, LLC (Steamboat Springs)

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.

Propolis Capital Management: assets under management

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 firm manages $11.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.46 million each.

Fees & Commissions

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.

Careers at Propolis Capital Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Philip Southworth	President	1 Apr 2000	75% - 100%	1095610
Adrienne D. Southworth	Chief compliance officer	1 May 2005	Other	4965207
Adrienne D. Southworth	Client service / administration	1 Dec 2005	Other	4965207
Jenny Elizabeth West	Chief compliance officer	1 Dec 2005	Other	3083306
Abbie Lynne Owens	Chief compliance officer	1 Sep 2007	Other	5428159
Andrea Lynn Cisneros	Chief compliance officer	1 Dec 2007	Other	5478389

Based in Steamboat Springs

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.