CORUNDUM PARTNERS
CORUNDUM PARTNERS, INC. Legal Name
Adviser information for CORUNDUM PARTNERS last updated from Form ADV on March 25th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-127741 |
|---|---|
| SEC ERA File Number | 802-127741 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282191 |
| Legal Entity Identifier | None |
Principal Office
1 S NEVADA AVE, SUITE 200COLORADO SPRINGS
CO
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: 719-228-1080, Fax: 719-228-1086
Chief Compliance Officer
MELISSA STARR
1 SOUTH NEVADA
SUITE 200
COLORADO SPRINGS
CO
United States
Tel:
719-228-1086
Fax:
719-228-1086
M************@****************M
(Full email address available in API data)
Industry Affiliates
| CORUNDUM GROUP, INC. | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| CORUNDUM TRUST COMPANY, INC. | Trust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CASTLE CREDIT, LLC | PRIVATE DEBIT | $3.0M | $0.1M | 5 |
| CJV ASSETS LIMITED PARTNERSHIP | FAMILY LP | $63.8M | $0.0M | 11 |
| CORUNDUM REAL ESTATE FUND 1, LLC | Real Estate Fund | $8.3M | $0.0M | 18 |
| TARTAN PARTNERS, LLLP | FAMILY LP | $31.2M | $0.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BUSHWOOD HOLDINGS, INC. | Domestic Entity | – | SHAREHOLDER | 09/2007 | 50-75% |
| STARR, MELISSA, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |
| LEVEILLE, JUSTIN, ANDRE | Individual | – | VICE PRESIDENT | 04/2015 | < 5% |
| JOHNSON, RONALD, STEVEN | Individual | – | PRESIDENT | 05/1995 | < 5% |
| DRAGO, THOMAS | Individual | – | VICE PRESIDENT | 08/2021 | < 5% |
| RONALD S. JOHNSON 2012 FAMILY TRUST | Domestic Entity | BUSHWOOD HOLDINGS, INC. | SHAREHOLDER | 12/2012 | 50-75% |
| CORUNDUM TRUST COMPANY, INC. | Domestic Entity | RONALD S. JOHNSON 2012 FAMILY TRUST | TRUSTEE | 12/2012 |