Wakefield Asset Management, LLLP
● SEC registered since 2007CRD 143720SEC# 801-68152Englewood, CO
Reg. AUM
$454M
Employees
11
Accounts
586
Location
Englewood, CO
Wakefield Asset Management, LLLP assets under management
Wakefield Asset Management, LLLP is an SEC-registered investment adviser based in Englewood, CO. The firm has been registered since 2007. It reports $454 million in regulatory assets under management and employs 11 people.
Wakefield Asset Management, LLLP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey Todd Gervasini Control | Managing Partner, Chief Investment Officer | Over 75% | 2006 |
| Gregory J Brittain | Partner, Chief Compliance Officer | 5-10% | 2021 |
| Wakefield Asset Management Corporation Control | General Partner | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Wakefield Asset Management, LLLP manage?
Wakefield Asset Management, LLLP reports $454 million in regulatory assets under management on its Form ADV.
How many employees does Wakefield Asset Management, LLLP have?
Wakefield Asset Management, LLLP reports 11 employees.
Where is Wakefield Asset Management, LLLP located?
Wakefield Asset Management, LLLP is based in Englewood, CO and has been SEC-registered since 2007.
Does Wakefield Asset Management, LLLP disclose fund performance?
Wakefield Asset Management, LLLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7887 East Belleview Ave, Suite #800, Englewood, CO 80111 |
| Phone | 303-771-0630 |
| Fax | 303-770-0160 |
| Office hours | 7:30a.m. To 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1600435 |
| Discloses disciplinary history | No |
Regulatory AUM
$454M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$454Mregulatory AUM
Discretionary $453.5MNon-discretionary $472K