Salus, LP (Denver)

Name: Salus, LP
Address: 3357 Navajo St, Denver, CO, 80211
Telephone: (720) 593-1082

Salus, LP is a large advisory firm based in Denver. It manages $178 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Colorado.

Salus provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Salus: assets under management

The assets under management (AUM) of Salus, LP is $178 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 790% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $178 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178 million each.

Investments

The firm invests in government bonds the most. They account for 70% of the total AUM. The second-largest asset type is exchange traded securities, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Salus, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Salus, LP

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ltd Saic	General partner	1 Jul 2014	50% - 75%	47-1482172
Brandon Estee Copeland	Chief financial officer	1 Oct 2017	25% - 50%	6880587
Gregory Micael Prusa	Chief compliance officer	1 Oct 2017	50% - 75%	6880588
Gregory Michael Prusa	Chief compliance officer	1 Oct 2017	25% - 50%	6880588

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Brandon Estee Copeland	Chief financial officer	1 Jul 2014	25% - 50%	6880587
Gregory Michael Prusa	Chief compliance officer	1 Jul 2014	50% - 75%	6880588

Based in Denver

The principal office where Salus, LP performs its advisory services is located at 3357 Navajo St, Denver, CO 80211 The mailing address of the firm is P.O. Box 793, Denver, CO 80201. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (720) 593-1082 or by fax (855) 648-5585. The normal business hours are 7:30a.m. - 4:30p.m. on Monday - Friday. You can find more information about the New York firm at salushedgefund.com.