SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Adviser information for SEMPER AUGUSTUS INVESTMENTS GROUP LLC last updated from Form ADV on March 27th, 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 7
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
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 440 $597.2M
Non-Discretionary 0 $0
Total 440 $597.2M

Clients

Type Number RAUM
Individuals 54 $21.9M
HNW Individuals 146 $389.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 1 $40.4M
Pension and profit sharing plans 2 $3.2M
Charitable organizations 5 $115.6M
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 9 $26.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-55966
SEC ERA File Number 801-55966
SEC CIK Numbers 1293803
SEC CRD Numbers 108153
Legal Entity Identifier None

Principal Office

200 PLAZA DRIVE STE 240
HIGHLANDS RANCH
CO
United States
Monday - Friday, 8 AM TO 4 PM MOUNTAIN
Tel: 303-893-1214, Fax: 303-893-1207

Chief Compliance Officer

CHAD CHRISTENSEN
VICE PRESIDENT/PARTNER
200 PLAZA DRIVE STE 240
HIGHLANDS RANCH
CO
United States
Tel: 303 893 1214
Fax: 303 893 1207
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SEMPER AUGUSTUS INVESTMENT PARTNERS, L.P. Hedge Fund $45.6M $0.2M 32

Control Persons

Name Type Entity Title Since Ownership
CHRISTENSEN, CHAD, S Individual CHIEF COMPLIANCE OFFICER PARTNER/VICE PRESIDENT, MANAGING MEMBER 10/1998 50-75%
BLOOMSTRAN, CHRISTOPHER, PAUL Individual PRESIDENT AND CHIEF INVESTMENT OFFICER, MANAGING MEMBER 10/1998 50-75%

No. Employees, Historic

10502020202120222023202420256 on 3/27/20206 on 6/29/20206 on 3/29/20217 on 11/1/20217 on 11/1/20217 on 11/2/20217 on 3/24/20227 on 3/29/20227 on 5/6/20227 on 9/15/20227 on 11/3/20227 on 11/4/20227 on 3/30/20237 on 3/31/20237 on 7/18/20237 on 12/19/20237 on 3/26/20247 on 3/27/2024

RAUM, Historic

600M300M0202020212022202320242025254751260 on 3/27/2020254751260 on 6/29/2020304872335 on 3/29/2021304872335 on 11/1/2021304872335 on 11/1/2021304872335 on 11/2/2021390361230 on 3/24/2022390361230 on 3/29/2022390361230 on 5/6/2022390361230 on 9/15/2022390361230 on 11/3/2022390361230 on 11/4/2022477230365 on 3/30/2023477230365 on 3/31/2023477230365 on 7/18/2023477230365 on 12/19/2023597216382 on 3/26/2024597216382 on 3/27/2024

No. Clients, Historic

3001500202020212022202320242025140 on 3/27/2020140 on 6/29/2020150 on 3/29/2021150 on 11/1/2021150 on 11/1/2021150 on 11/2/2021159 on 3/24/2022159 on 3/29/2022159 on 5/6/2022159 on 9/15/2022159 on 11/3/2022159 on 11/4/2022196 on 3/30/2023196 on 3/31/2023196 on 7/18/2023196 on 12/19/2023217 on 3/26/2024217 on 3/27/2024