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Chautauqua Capital Management LLC (Boulder)


Chautauqua Capital Management LLC is a large advisory firm based in Boulder. It manages $866.81 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Colorado.

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Chautauqua Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chautauqua Capital Management: assets under management

The assets under management (AUM) of Chautauqua Capital Management LLC is $866.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3056% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $866.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.68 million each.
Chautauqua Capital Management has custody of $74.08 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chautauqua 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.

Based in Boulder

The principal office where Chautauqua Capital Management LLC performs its advisory services is located at 921 Walnut Street, Boulder, CO 80302, 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 303-541-1545 or by fax 303-444-4850. The normal business hours are 7:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at chautauquacapital.com.


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