SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Latest filing: Mar 27, 2025 (92 days ago)
AUM
$693,021,903
16% change vs. 1 year ago
78% change vs. 3 years ago
172% change vs. 5 years ago
242% change vs. 10 years ago
Employee Count
9
29% change vs. 1 year ago
29% change vs. 3 years ago
50% change vs. 5 years ago
125% change vs. 10 years ago
Main Office
HIGHLANDS RANCH, CO
200 PLAZA DRIVE STE 240, HIGHLANDS RANCH, CO, UNITED STATES, 80129
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 56 | $0.0 |
| Average Individual AUM | $380,610 | |
| HNW | 175 | $0.5 |
| Average HNW AUM | $2,688,566 | |
| Retail Total | 231 | $0.5 |
| Average Retail AUM | $2,129,061 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
| U.S. BANK, N.A. | MINNEAPOLIS-MN-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 92% | $0.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 8% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BLOOMSTRAN | HIGHLANDS RANCH | CO | S65|1998-10-13 | CHARTERED FINANCIAL ANALYST | |||||
| CHAD CHRISTENSEN | HIGHLANDS RANCH | CO | S65|1998-10-29 | PERSONAL FINANCIAL SPECIALIST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.7 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.7 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.6 | $0.1 | 16% | 7 | 2 | 29% |
| 2023-04-04 | $0.5 | $0.2 | 45% | 7 | 2 | 29% |
| 2022-04-01 | $0.4 | $0.3 | 78% | 7 | 2 | 29% |
| 2021-04-05 | $0.3 | $0.4 | 127% | 6 | 3 | 50% |
| 2020-04-01 | $0.3 | $0.4 | 172% | 6 | 3 | 50% |
| 2019-04-01 | $0.2 | $0.5 | 226% | 8 | 1 | 12% |
| 2018-04-02 | $0.2 | $0.5 | 208% | 7 | 2 | 29% |
| 2017-04-01 | $0.2 | $0.5 | 233% | 6 | 3 | 50% |
| 2016-04-01 | $0.2 | $0.5 | 283% | 4 | 5 | 125% |
| 2015-04-01 | $0.2 | $0.5 | 242% | 4 | 5 | 125% |
| 2014-04-01 | $0.2 | $0.5 | 243% | 4 | 5 | 125% |
| 2013-04-01 | $0.2 | $0.5 | 283% | 4 | 5 | 125% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, CA-05/21/2013, CO-01/01/1999, CT-09/15/2022, FL-05/06/2022, GA-09/15/2022, IL-01/15/2019, KS-12/19/2023, LA-03/26/2024, MA-12/19/2023, MO-11/25/1998, NC-11/11/2016, NE-11/28/2016, NY-12/19/2023, TX-01/27/2006 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV