First Source Investment Partners, LLC
● SEC registered since 2022CRD 322893SEC# 801-126595Lone Tree, CO
Reg. AUM
$154M
Employees
4
Accounts
461
Location
Lone Tree, CO
First Source Investment Partners, LLC assets under management
First Source Investment Partners, LLC is an investment advisory firm registered with the SEC based in Lone Tree, CO. The firm has been registered since 2022. It reports $154 million in regulatory assets under management and employs 4 people.
First Source Investment Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garret Thomas Jett Control | Member, Chief Compliance Officer | 50-75% | 2022 |
| Gregory Allen Dexter Control | Member | 50-75% | 2022 |
Frequently asked questions
How much does First Source Investment Partners, LLC manage?
First Source Investment Partners, LLC reports $154 million in regulatory assets under management on its Form ADV.
How many employees does First Source Investment Partners, LLC have?
First Source Investment Partners, LLC reports 4 employees.
Where is First Source Investment Partners, LLC located?
First Source Investment Partners, LLC is based in Lone Tree, CO and has been SEC-registered since 2022.
Does First Source Investment Partners, LLC disclose fund performance?
First Source Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9380 Station Street, Suite 535, Lone Tree, CO 80124 |
| Phone | 303-858-0000 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$154Mregulatory AUM
Discretionary $154M