RESOURCE LAND HOLDINGS, LLC
Adviser information for RESOURCE LAND HOLDINGS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $296.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $296.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $296.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-106708 |
|---|---|
| SEC ERA File Number | 801-106708 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 277109 |
| Legal Entity Identifier | None |
Principal Office
1400 16TH STREETSUITE 320
DENVER
CO
United States
Monday - Friday, 8.30 AM - 5.30 PM
Tel: 720-723-2850, Fax: 720-723-2851
Chief Compliance Officer
PAUL MARTIN JOHNSON
DIRECTOR OF ACCOUNTING
1400 16TH STREET
SUITE 320
DENVER
CO
United States
Tel:
720-723-2855
Fax:
720-723-2851
P***********@*************M
(Full email address available in API data)
Regulatory Contact
AARON MICHAEL PATSCH
PARTNER
1400 16TH STREET
SUITE 320
DENVER
CO
United States
Tel:
720-723-2850
Fax:
720-723-2851
A***********@*************M
(Full email address available in API data)
Industry Affiliates
| RESOURCE LAND HOLDINGS LP | Sponsor or syndicator of limited partnerships |
| RESOURCE LAND HOLDINGS V, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RESOURCE LAND FUND V, LP | Real Estate Fund | $296.0M | $5.0M | 85 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEININGER, BERNARD, JOSEPH | Individual | – | SENIOR PARTNER / MANAGING MEMBER | 03/1998 | 25-50% |
| GEISZ, JAMES, WILLIAM | Individual | – | SENIOR PARTNER / MEMBER | 01/2002 | 25-50% |
| PATSCH, AARON, MICHAEL | Individual | – | PARTNER / MEMBER | 01/2002 | 25-50% |
| LEVKULICH, BYRON, JOHN | Individual | – | PRINCIPAL | 08/2013 | < 5% |
| JOHNSON, PAUL, MARTIN | Individual | – | DIRECTOR OF ACCOUNTING / CHIEF COMPLIANCE OFFICER | 07/2015 | < 5% |